WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
+7.77%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.16B
AUM Growth
+$72.5M
(+6.7%)
Cap. Flow
-$2.88M
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
38.44%
Holding
689
New
30
Increased
137
Reduced
153
Closed
27
Top Buys
| 1 |
AMTM
Amentum Holdings, Inc.
AMTM
|
+$4.13M |
| 2 |
Edwards Lifesciences
EW
|
+$1.55M |
| 3 |
Alexandria Real Estate Equities
ARE
|
+$1.47M |
| 4 |
Eaton
ETN
|
+$1.41M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.27M |
Top Sells
| 1 |
Jacobs Solutions
J
|
+$4.48M |
| 2 |
Vanguard Growth ETF
VUG
|
+$1.27M |
| 3 |
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
|
+$1.22M |
| 4 |
United Parcel Service
UPS
|
+$1.07M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$860K |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Healthcare | 15.35% |
| 3 | Industrials | 12.65% |
| 4 | Communication Services | 12.34% |
| 5 | Consumer Discretionary | 11.81% |
