WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$4.46M
3
+$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1
+$6.14M
2
+$4.75M
3
+$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
401
TJX Companies
TJX
$174B
$31.5K ﹤0.01%
197
+27
AMX icon
402
America Movil
AMX
$80.2B
$30.6K ﹤0.01%
1,200
AON icon
403
Aon
AON
$68.8B
$30K ﹤0.01%
93
+5
TSM icon
404
TSMC
TSM
$2.09T
$29.8K ﹤0.01%
88
+2
FFIV icon
405
F5
FFIV
$17.1B
$29.8K ﹤0.01%
103
+3
EOG icon
406
EOG Resources
EOG
$71.3B
$29.3K ﹤0.01%
203
RCL icon
407
Royal Caribbean
RCL
$71.3B
$29.2K ﹤0.01%
106
+6
RDDT icon
408
Reddit
RDDT
$29.6B
$28.8K ﹤0.01%
+214
ODFL icon
409
Old Dominion Freight Line
ODFL
$45.8B
$28.5K ﹤0.01%
146
CRWD icon
410
CrowdStrike
CRWD
$114B
$28.5K ﹤0.01%
73
+4
DHR icon
411
Danaher
DHR
$125B
$28.4K ﹤0.01%
150
XLE icon
412
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$27.3K ﹤0.01%
445
WBD icon
413
Warner Bros
WBD
$67.9B
$26.2K ﹤0.01%
954
+75
COF icon
414
Capital One
COF
$119B
$26.1K ﹤0.01%
143
JLL icon
415
Jones Lang LaSalle
JLL
$15.7B
$26.1K ﹤0.01%
86
-6
KMB icon
416
Kimberly-Clark
KMB
$32.5B
$25.1K ﹤0.01%
260
-500
SPEM icon
417
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$23.7K ﹤0.01%
506
AEP icon
418
American Electric Power
AEP
$73.2B
$23.6K ﹤0.01%
180
IJT icon
419
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.24B
$23.4K ﹤0.01%
162
ESS icon
420
Essex Property Trust
ESS
$16.5B
$23K ﹤0.01%
95
-6
VGLT icon
421
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$22.9K ﹤0.01%
414
SPTM icon
422
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13B
$22.8K ﹤0.01%
289
SPYV icon
423
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.2B
$22.7K ﹤0.01%
402
GOVT icon
424
iShares US Treasury Bond ETF
GOVT
$40.9B
$22.1K ﹤0.01%
965
CPB icon
425
Campbell Soup
CPB
$6.15B
$21.9K ﹤0.01%
984
+84
15 16
17
18 19