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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26.9K ﹤0.01%
911
-26
377
$26.8K ﹤0.01%
458
378
$26.7K ﹤0.01%
183
379
$26.6K ﹤0.01%
330
380
$26.6K ﹤0.01%
132
381
$25.5K ﹤0.01%
87
+46
382
$25.4K ﹤0.01%
400
383
$25.4K ﹤0.01%
118
+4
384
$25.1K ﹤0.01%
600
-18
385
$24.9K ﹤0.01%
+311
386
$24.3K ﹤0.01%
27
-12
387
$24.2K ﹤0.01%
41
-18
388
$23.9K ﹤0.01%
+414
389
$23.6K ﹤0.01%
+183
390
$23.5K ﹤0.01%
274
391
$23K ﹤0.01%
2,077
392
$22.7K ﹤0.01%
530
-13
393
$22.6K ﹤0.01%
+427
394
$22.5K ﹤0.01%
179
+27
395
$22.5K ﹤0.01%
100
-92
396
$22.2K ﹤0.01%
478
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397
$21.8K ﹤0.01%
965
398
$21.8K ﹤0.01%
106
+28
399
$21.3K ﹤0.01%
820
400
$21.2K ﹤0.01%
120
-23
14 15
16
17 18