WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.03M
3
+$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1
+$2.55M
2
+$1.05M
3
+$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEN icon
401
Lennar Class A
LEN
$31.1B
$20.2K ﹤0.01%
183
-9
STWD icon
402
Starwood Property Trust
STWD
$6.59B
$20.1K ﹤0.01%
1,000
SPGI icon
403
S&P Global
SPGI
$152B
$20K ﹤0.01%
38
VIOG icon
404
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$848M
$19.4K ﹤0.01%
169
SYY icon
405
Sysco
SYY
$35.7B
$18.9K ﹤0.01%
250
LIN icon
406
Linde
LIN
$198B
$18.8K ﹤0.01%
40
-8
AEP icon
407
American Electric Power
AEP
$65.1B
$18.7K ﹤0.01%
180
SO icon
408
Southern Company
SO
$100B
$18.3K ﹤0.01%
200
TKO icon
409
TKO Group
TKO
$14.5B
$18.2K ﹤0.01%
100
GLW icon
410
Corning
GLW
$71.8B
$18.1K ﹤0.01%
345
HDB icon
411
HDFC Bank
HDB
$187B
$17.6K ﹤0.01%
460
SAP icon
412
SAP
SAP
$286B
$17.6K ﹤0.01%
58
EQT icon
413
EQT Corp
EQT
$37.2B
$17.6K ﹤0.01%
301
-8
STX icon
414
Seagate
STX
$55.9B
$17.3K ﹤0.01%
120
+105
ODFL icon
415
Old Dominion Freight Line
ODFL
$28B
$17.1K ﹤0.01%
105
HLI icon
416
Houlihan Lokey
HLI
$12.6B
$16.4K ﹤0.01%
91
-4
LNG icon
417
Cheniere Energy
LNG
$46.4B
$16.3K ﹤0.01%
67
PFGC icon
418
Performance Food Group
PFGC
$14.9B
$16.2K ﹤0.01%
185
NTAP icon
419
NetApp
NTAP
$22.2B
$16K ﹤0.01%
+150
EQH icon
420
Equitable Holdings
EQH
$12.8B
$15.9K ﹤0.01%
283
+196
FFC
421
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$802M
$15.8K ﹤0.01%
970
KTOS icon
422
Kratos Defense & Security Solutions
KTOS
$12.3B
$15.6K ﹤0.01%
336
-88
OKTA icon
423
Okta
OKTA
$14.8B
$15.5K ﹤0.01%
155
-19
WELL icon
424
Welltower
WELL
$133B
$15.4K ﹤0.01%
100
SOLV icon
425
Solventum
SOLV
$13.2B
$15.3K ﹤0.01%
202
15 16
17
18 19