WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APO icon
351
Apollo Global Management
APO
$76B
$36K ﹤0.01%
254
+7
VT icon
352
Vanguard Total World Stock ETF
VT
$54.8B
$35.6K ﹤0.01%
277
+1
CRWD icon
353
CrowdStrike
CRWD
$136B
$35.1K ﹤0.01%
69
EA icon
354
Electronic Arts
EA
$50.3B
$34.2K ﹤0.01%
214
+55
HAS icon
355
Hasbro
HAS
$11B
$33.8K ﹤0.01%
458
TTWO icon
356
Take-Two Interactive
TTWO
$43.7B
$33.3K ﹤0.01%
137
-67
IWV icon
357
iShares Russell 3000 ETF
IWV
$17.3B
$32.6K ﹤0.01%
93
TEL icon
358
TE Connectivity
TEL
$70B
$32.6K ﹤0.01%
193
-45
LMT icon
359
Lockheed Martin
LMT
$107B
$32.4K ﹤0.01%
70
TOTL icon
360
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
$31.9K ﹤0.01%
795
RCL icon
361
Royal Caribbean
RCL
$68.9B
$31.3K ﹤0.01%
100
GM icon
362
General Motors
GM
$66.5B
$31.2K ﹤0.01%
635
+63
ASML icon
363
ASML
ASML
$392B
$31.1K ﹤0.01%
39
+22
COF icon
364
Capital One
COF
$136B
$30.4K ﹤0.01%
143
+76
CGDV icon
365
Capital Group Dividend Value ETF
CGDV
$22.5B
$29.5K ﹤0.01%
+747
FFIV icon
366
F5
FFIV
$13.5B
$29.4K ﹤0.01%
100
ONON icon
367
On Holding
ONON
$14.3B
$29.4K ﹤0.01%
+564
PINS icon
368
Pinterest
PINS
$17.7B
$29.2K ﹤0.01%
814
+8
ADBE icon
369
Adobe
ADBE
$139B
$28.6K ﹤0.01%
74
-238
ESS icon
370
Essex Property Trust
ESS
$16.3B
$28.6K ﹤0.01%
101
CVS icon
371
CVS Health
CVS
$100B
$28.5K ﹤0.01%
413
+20
CPB icon
372
Campbell Soup
CPB
$9.21B
$27.6K ﹤0.01%
900
CME icon
373
CME Group
CME
$102B
$27.3K ﹤0.01%
99
VIG icon
374
Vanguard Dividend Appreciation ETF
VIG
$98.7B
$26.2K ﹤0.01%
128
BKR icon
375
Baker Hughes
BKR
$48.2B
$26.1K ﹤0.01%
682
+14