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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36.7K ﹤0.01%
+759
352
$36K ﹤0.01%
+273
353
$35K ﹤0.01%
427
+46
354
$34.4K ﹤0.01%
150
355
$34K ﹤0.01%
70
356
$33.7K ﹤0.01%
346
-353
357
$32.9K ﹤0.01%
155
358
$32.7K ﹤0.01%
614
-13
359
$32.6K ﹤0.01%
848
-67
360
$32.5K ﹤0.01%
571
361
$32.2K ﹤0.01%
426
362
$31.9K ﹤0.01%
500
363
$31.6K ﹤0.01%
880
364
$31.5K ﹤0.01%
50
365
$31.5K ﹤0.01%
233
+63
366
$31.3K ﹤0.01%
795
367
$31.2K ﹤0.01%
55
-5
368
$31.1K ﹤0.01%
191
369
$31.1K ﹤0.01%
93
370
$30.4K ﹤0.01%
314
-203
371
$29.2K ﹤0.01%
125
-80
372
$28.8K ﹤0.01%
101
373
$28.7K ﹤0.01%
+262
374
$28.6K ﹤0.01%
387
375
$28.6K ﹤0.01%
200
-115
13 14
15
16 17