WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36K ﹤0.01%
67
352
$35.1K ﹤0.01%
440
353
$35K ﹤0.01%
500
354
$34.9K ﹤0.01%
50
355
$34.2K ﹤0.01%
560
356
$33.9K ﹤0.01%
880
357
$33.8K ﹤0.01%
+561
358
$33.8K ﹤0.01%
349
359
$33.7K ﹤0.01%
934
360
$33.5K ﹤0.01%
511
361
$33.3K ﹤0.01%
1,454
362
$32.9K ﹤0.01%
571
363
$31.8K ﹤0.01%
795
364
$31.5K ﹤0.01%
178
+64
365
$31.4K ﹤0.01%
143
+23
366
$30.2K ﹤0.01%
400
367
$29.5K ﹤0.01%
+559
368
$29.1K ﹤0.01%
3,424
+464
369
$28.9K ﹤0.01%
210
+8
370
$28.3K ﹤0.01%
1,000
371
$27.9K ﹤0.01%
93
372
$27.2K ﹤0.01%
346
+7
373
$27K ﹤0.01%
183
374
$26.8K ﹤0.01%
937
-204
375
$26.4K ﹤0.01%
400
13 14
15
16 17