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
AXSM icon
376
Axsome Therapeutics
AXSM
$7.04B
$26.1K ﹤0.01%
250
AGG icon
377
iShares Core US Aggregate Bond ETF
AGG
$131B
$26.1K ﹤0.01%
263
AON icon
378
Aon
AON
$75.2B
$26K ﹤0.01%
73
+14
GIS icon
379
General Mills
GIS
$25.1B
$25.9K ﹤0.01%
500
FLEX icon
380
Flex
FLEX
$22.4B
$25.6K ﹤0.01%
513
-268
DELL icon
381
Dell
DELL
$90.7B
$25.3K ﹤0.01%
206
+37
DOW icon
382
Dow Inc
DOW
$16.3B
$25.2K ﹤0.01%
952
-324
BWXT icon
383
BWX Technologies
BWXT
$16.6B
$24.6K ﹤0.01%
171
EOG icon
384
EOG Resources
EOG
$59.9B
$24.3K ﹤0.01%
203
JLL icon
385
Jones Lang LaSalle
JLL
$14.4B
$23.9K ﹤0.01%
93
VGLT icon
386
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$23.2K ﹤0.01%
414
FRPT icon
387
Freshpet
FRPT
$2.59B
$22.8K ﹤0.01%
336
TSM icon
388
TSMC
TSM
$1.47T
$22.6K ﹤0.01%
100
SNPS icon
389
Synopsys
SNPS
$72.5B
$22.6K ﹤0.01%
44
-81
BSX icon
390
Boston Scientific
BSX
$154B
$22.6K ﹤0.01%
210
-542
GOVT icon
391
iShares US Treasury Bond ETF
GOVT
$28.2B
$22.2K ﹤0.01%
965
EPAM icon
392
EPAM Systems
EPAM
$9.84B
$22.1K ﹤0.01%
125
AMX icon
393
America Movil
AMX
$70.7B
$21.5K ﹤0.01%
1,200
VEU icon
394
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$21.5K ﹤0.01%
320
+39
TJX icon
395
TJX Companies
TJX
$163B
$21K ﹤0.01%
170
JPC icon
396
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$20.9K ﹤0.01%
2,600
ZBH icon
397
Zimmer Biomet
ZBH
$17.9B
$20.8K ﹤0.01%
228
-34
SCCO icon
398
Southern Copper
SCCO
$107B
$20.4K ﹤0.01%
204
-1
STZ icon
399
Constellation Brands
STZ
$22.3B
$20.3K ﹤0.01%
125
SPG icon
400
Simon Property Group
SPG
$59.5B
$20.3K ﹤0.01%
126
+14
14 15
16
17 18