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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$64K ﹤0.01%
514
402
$64K ﹤0.01%
751
-500
403
$63K ﹤0.01%
5,000
404
$62K ﹤0.01%
2,030
-655
405
$62K ﹤0.01%
333
-39
406
$62K ﹤0.01%
500
407
$62K ﹤0.01%
260
408
$61K ﹤0.01%
756
409
$61K ﹤0.01%
1,239
-229
410
$61K ﹤0.01%
585
+11
411
$60K ﹤0.01%
620
412
$60K ﹤0.01%
+1,300
413
$59K ﹤0.01%
1,624
+470
414
$59K ﹤0.01%
1,884
+236
415
$59K ﹤0.01%
1,010
+36
416
$59K ﹤0.01%
440
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417
$59K ﹤0.01%
320
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418
$58K ﹤0.01%
1,154
-49
419
$58K ﹤0.01%
1,561
+14
420
$58K ﹤0.01%
454
421
$58K ﹤0.01%
523
-33
422
$58K ﹤0.01%
515
423
$58K ﹤0.01%
358
-31
424
$57K ﹤0.01%
1,494
+329
425
$57K ﹤0.01%
1,080
15 16
17
18 19