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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20.9K ﹤0.01%
290
402
$20.4K ﹤0.01%
1,200
403
$20.1K ﹤0.01%
571
-160
404
$20K ﹤0.01%
115
405
$19.7K ﹤0.01%
108
406
$19.6K ﹤0.01%
286
-15
407
$19.5K ﹤0.01%
+99
408
$18.9K ﹤0.01%
1,000
409
$18.9K ﹤0.01%
86
410
$18.4K ﹤0.01%
167
411
$18.3K ﹤0.01%
1,829
+41
412
$18K ﹤0.01%
258
413
$17.7K ﹤0.01%
50
414
$17.7K ﹤0.01%
164
-12
415
$17.5K ﹤0.01%
238
416
$17.5K ﹤0.01%
129
417
$17.4K ﹤0.01%
+295
418
$16.9K ﹤0.01%
38
-12
419
$16.8K ﹤0.01%
386
420
$16.2K ﹤0.01%
171
421
$15.9K ﹤0.01%
100
422
$15.8K ﹤0.01%
180
423
$15.5K ﹤0.01%
102
+8
424
$14.4K ﹤0.01%
151
425
$14.3K ﹤0.01%
539
15 16
17
18 19