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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K ﹤0.01%
151
+57
352
$34.8K ﹤0.01%
511
353
$34.4K ﹤0.01%
200
354
$34.1K ﹤0.01%
310
-344
355
$34K ﹤0.01%
526
356
$33.8K ﹤0.01%
561
357
$33.1K ﹤0.01%
228
-12
358
$33.1K ﹤0.01%
191
-36
359
$32.7K ﹤0.01%
609
+50
360
$32.3K ﹤0.01%
312
-108
361
$32.2K ﹤0.01%
+125
362
$31.9K ﹤0.01%
205
+72
363
$31.6K ﹤0.01%
500
364
$31.6K ﹤0.01%
795
365
$31.5K ﹤0.01%
3,811
+387
366
$31.4K ﹤0.01%
934
367
$30.8K ﹤0.01%
571
368
$30K ﹤0.01%
400
369
$29.2K ﹤0.01%
197
+19
370
$28.7K ﹤0.01%
93
371
$28.7K ﹤0.01%
1,000
372
$28.1K ﹤0.01%
423
-166
373
$28K ﹤0.01%
359
+278
374
$27.6K ﹤0.01%
880
375
$27.5K ﹤0.01%
101
13 14
15
16 17