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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16.7K ﹤0.01%
1,436
402
$16.7K ﹤0.01%
1,355
-1,472
403
$16.4K ﹤0.01%
165
404
$16.2K ﹤0.01%
388
-117
405
$16.1K ﹤0.01%
285
406
$16.1K ﹤0.01%
145
407
$15.8K ﹤0.01%
233
-25
408
$15.7K ﹤0.01%
119
409
$15.6K ﹤0.01%
159
410
$15.5K ﹤0.01%
411
-50
411
$15.1K ﹤0.01%
139
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412
$14.7K ﹤0.01%
142
413
$14.5K ﹤0.01%
176
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414
$14.4K ﹤0.01%
465
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415
$14.3K ﹤0.01%
68
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416
$14.2K ﹤0.01%
41
417
$14.1K ﹤0.01%
68
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418
$13.9K ﹤0.01%
361
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419
$13.8K ﹤0.01%
504
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420
$13.7K ﹤0.01%
107
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421
$13.4K ﹤0.01%
645
-1,601
422
$13.3K ﹤0.01%
157
-138
423
$13K ﹤0.01%
414
-22
424
$12.6K ﹤0.01%
204
-313
425
$12.6K ﹤0.01%
110
15 16
17
18 19