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
376
$28.2K ﹤0.01%
427
377
$28.2K ﹤0.01%
687
+52
378
$28K ﹤0.01%
212
379
$27.9K ﹤0.01%
330
380
$27.6K ﹤0.01%
125
381
$27.3K ﹤0.01%
168
382
$26.8K ﹤0.01%
114
-38
383
$25.6K ﹤0.01%
458
384
$25.5K ﹤0.01%
880
-64
385
$25.5K ﹤0.01%
231
-49
386
$25.1K ﹤0.01%
128
+20
387
$24.3K ﹤0.01%
286
-4
388
$24.1K ﹤0.01%
305
-159
389
$23.6K ﹤0.01%
69
-99
390
$23.1K ﹤0.01%
100
391
$23K ﹤0.01%
99
392
$22.9K ﹤0.01%
414
393
$22.6K ﹤0.01%
92
-8
394
$22.2K ﹤0.01%
88
-12
395
$22.2K ﹤0.01%
965
396
$21.9K ﹤0.01%
179
397
$21.3K ﹤0.01%
386
398
$21.2K ﹤0.01%
59
-28
399
$20.7K ﹤0.01%
328
+42
400
$20.5K ﹤0.01%
170
-140
14 15
16
17 18