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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19.7K ﹤0.01%
108
402
$19.6K ﹤0.01%
386
403
$19.4K ﹤0.01%
152
404
$19.1K ﹤0.01%
422
+52
405
$18.8K ﹤0.01%
167
406
$18.7K ﹤0.01%
69
407
$18.3K ﹤0.01%
258
-63
408
$18.1K ﹤0.01%
129
409
$18.1K ﹤0.01%
108
-43
410
$17.5K ﹤0.01%
171
411
$17.5K ﹤0.01%
106
412
$17.5K ﹤0.01%
580
+12
413
$17.5K ﹤0.01%
149
+40
414
$17.3K ﹤0.01%
1,436
415
$17.2K ﹤0.01%
238
+139
416
$17K ﹤0.01%
465
417
$16.8K ﹤0.01%
41
-1
418
$16.5K ﹤0.01%
45
419
$16.3K ﹤0.01%
315
420
$16.2K ﹤0.01%
175
-75
421
$16K ﹤0.01%
366
422
$15.6K ﹤0.01%
115
-52
423
$15.6K ﹤0.01%
86
-14
424
$15.5K ﹤0.01%
119
425
$15.5K ﹤0.01%
180
15 16
17
18 19