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
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26.3K ﹤0.01%
330
377
$26.3K ﹤0.01%
274
378
$25.9K ﹤0.01%
458
379
$25.8K ﹤0.01%
543
+87
380
$25.7K ﹤0.01%
132
-8
381
$25.6K ﹤0.01%
114
382
$25.1K ﹤0.01%
1,200
383
$24.7K ﹤0.01%
101
384
$24.5K ﹤0.01%
731
+58
385
$23.9K ﹤0.01%
1,100
386
$23.5K ﹤0.01%
820
387
$22.6K ﹤0.01%
2,077
388
$22.4K ﹤0.01%
872
-14
389
$22.4K ﹤0.01%
1,200
390
$22.1K ﹤0.01%
618
+97
391
$22.1K ﹤0.01%
301
+126
392
$22K ﹤0.01%
965
393
$21.9K ﹤0.01%
884
+8
394
$21.4K ﹤0.01%
50
-11
395
$21.4K ﹤0.01%
1,788
+134
396
$21.2K ﹤0.01%
50
397
$21K ﹤0.01%
290
398
$20.3K ﹤0.01%
1,000
399
$20.3K ﹤0.01%
94
+8
400
$19.8K ﹤0.01%
133
+21
14 15
16
17 18