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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20.4K ﹤0.01%
+2,600
402
$20.4K ﹤0.01%
206
+45
403
$20.1K ﹤0.01%
48
-333
404
$19.8K ﹤0.01%
440
405
$19.7K ﹤0.01%
100
-5
406
$19.6K ﹤0.01%
114
+16
407
$19.6K ﹤0.01%
169
+1
408
$19.6K ﹤0.01%
+1,600
409
$19.6K ﹤0.01%
85
-6
410
$19K ﹤0.01%
171
411
$19K ﹤0.01%
3,800
412
$18.9K ﹤0.01%
1,000
413
$18.9K ﹤0.01%
38
414
$18.5K ﹤0.01%
105
-48
415
$18.2K ﹤0.01%
242
416
$18.2K ﹤0.01%
206
-105
417
$18.1K ﹤0.01%
50
418
$17.3K ﹤0.01%
100
419
$17.2K ﹤0.01%
1,200
420
$17K ﹤0.01%
222
421
$16.8K ﹤0.01%
174
422
$16.6K ﹤0.01%
180
423
$16.6K ﹤0.01%
252
+65
424
$16.4K ﹤0.01%
200
-459
425
$16.4K ﹤0.01%
345
15 16
17
18 19