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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Sells

1 +$5.53M
2 +$2.51M
3 +$1.7M
4
BKNG icon
Booking.com
BKNG
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.58M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COF icon
401
Capital One
COF
$147B
$30.4K ﹤0.01%
143
AXSM icon
402
Axsome Therapeutics
AXSM
$7.44B
$30.4K ﹤0.01%
250
DHR icon
403
Danaher
DHR
$159B
$29.7K ﹤0.01%
150
-186
FLEX icon
404
Flex
FLEX
$25B
$29.7K ﹤0.01%
513
WDAY icon
405
Workday
WDAY
$58.1B
$29.1K ﹤0.01%
121
-221
CPB icon
406
Campbell Soup
CPB
$8.94B
$28.4K ﹤0.01%
900
GLW icon
407
Corning
GLW
$75.7B
$28.3K ﹤0.01%
345
ARWR icon
408
Arrowhead Research
ARWR
$9.32B
$28.3K ﹤0.01%
820
ESS icon
409
Essex Property Trust
ESS
$16.2B
$27K ﹤0.01%
101
ANGO icon
410
AngioDynamics
ANGO
$546M
$26.8K ﹤0.01%
+2,400
CME icon
411
CME Group
CME
$97.5B
$26.7K ﹤0.01%
99
BWXT icon
412
BWX Technologies
BWXT
$16.3B
$26.7K ﹤0.01%
145
-26
TSM icon
413
TSMC
TSM
$1.57T
$26.3K ﹤0.01%
94
-6
EBAY icon
414
eBay
EBAY
$37.9B
$26.3K ﹤0.01%
289
-302
PINS icon
415
Pinterest
PINS
$18.3B
$26.2K ﹤0.01%
814
FDS icon
416
Factset
FDS
$10.7B
$26.1K ﹤0.01%
91
NTAP icon
417
NetApp
NTAP
$23.3B
$25.6K ﹤0.01%
216
+66
JLL icon
418
Jones Lang LaSalle
JLL
$15.1B
$25.6K ﹤0.01%
86
-7
GIS icon
419
General Mills
GIS
$24.5B
$25.2K ﹤0.01%
500
AMX icon
420
America Movil
AMX
$64.7B
$25.2K ﹤0.01%
1,200
SCCO icon
421
Southern Copper
SCCO
$116B
$24.8K ﹤0.01%
206
TJX icon
422
TJX Companies
TJX
$171B
$24.6K ﹤0.01%
170
SPEM icon
423
SPDR Portfolio Emerging Markets ETF
SPEM
$15.5B
$23.7K ﹤0.01%
+506
VGLT icon
424
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$23.5K ﹤0.01%
414
SPTM icon
425
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$23.3K ﹤0.01%
+289