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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$18.7K ﹤0.01%
201
-34
402
$18.3K ﹤0.01%
911
+684
403
$18.2K ﹤0.01%
233
404
$17.8K ﹤0.01%
583
-19
405
$17.4K ﹤0.01%
321
+7
406
$17.1K ﹤0.01%
74
+6
407
$17.1K ﹤0.01%
98
408
$17K ﹤0.01%
159
409
$16.8K ﹤0.01%
108
410
$16.6K ﹤0.01%
411
411
$16.3K ﹤0.01%
+69
412
$15.9K ﹤0.01%
285
413
$15.8K ﹤0.01%
795
+9
414
$15.6K ﹤0.01%
166
+1
415
$15.2K ﹤0.01%
388
416
$15.1K ﹤0.01%
+366
417
$15.1K ﹤0.01%
1,376
+21
418
$14.9K ﹤0.01%
+160
419
$14.9K ﹤0.01%
218
420
$14.6K ﹤0.01%
176
+124
421
$14.5K ﹤0.01%
1,436
422
$14.5K ﹤0.01%
167
423
$14.4K ﹤0.01%
100
424
$13.9K ﹤0.01%
465
425
$13.6K ﹤0.01%
42
+2
15 16
17
18 19