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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K ﹤0.01%
337
377
$22.9K ﹤0.01%
50
378
$22.8K ﹤0.01%
93
379
$22.5K ﹤0.01%
2,426
380
$22.4K ﹤0.01%
61
-3
381
$22.4K ﹤0.01%
+209
382
$22.3K ﹤0.01%
418
383
$22.1K ﹤0.01%
86
384
$21.8K ﹤0.01%
198
+26
385
$21.7K ﹤0.01%
315
-19
386
$21.6K ﹤0.01%
151
387
$21.4K ﹤0.01%
101
388
$21.3K ﹤0.01%
965
389
$21.2K ﹤0.01%
400
390
$21.2K ﹤0.01%
225
391
$20.8K ﹤0.01%
1,200
392
$19.8K ﹤0.01%
1,200
393
$19.7K ﹤0.01%
444
394
$19.6K ﹤0.01%
2,077
395
$19.6K ﹤0.01%
+334
396
$19.4K ﹤0.01%
1,000
397
$19.3K ﹤0.01%
152
+42
398
$19.2K ﹤0.01%
709
+23
399
$19.1K ﹤0.01%
848
+678
400
$19.1K ﹤0.01%
148
+11
14 15
16
17 18