WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$4.46M
3
+$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1
+$6.14M
2
+$4.75M
3
+$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
426
Cigna
CI
$72.7B
$21.9K ﹤0.01%
82
+13
TGT icon
427
Target
TGT
$58.5B
$21.5K ﹤0.01%
177
+102
VIOG icon
428
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$937M
$21.3K ﹤0.01%
171
+1
MRVL icon
429
Marvell Technology
MRVL
$144B
$20.4K ﹤0.01%
206
+66
TKO icon
430
TKO Group
TKO
$14.5B
$20.2K ﹤0.01%
100
STZ icon
431
Constellation Brands
STZ
$27.1B
$20.1K ﹤0.01%
134
+9
SNPS icon
432
Synopsys
SNPS
$95.9B
$19.8K ﹤0.01%
50
+6
JPC icon
433
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
$19.6K ﹤0.01%
2,600
FDS icon
434
Factset
FDS
$8.16B
$19.5K ﹤0.01%
90
-1
SO icon
435
Southern Company
SO
$105B
$19.3K ﹤0.01%
200
SCHW icon
436
Charles Schwab
SCHW
$154B
$19.3K ﹤0.01%
205
+31
VRSN icon
437
VeriSign
VRSN
$24.5B
$19.1K ﹤0.01%
77
SYY icon
438
Sysco
SYY
$36.6B
$19.1K ﹤0.01%
268
+18
SLV icon
439
iShares Silver Trust
SLV
$38.9B
$18.7K ﹤0.01%
275
-75
LIN icon
440
Linde
LIN
$236B
$18.3K ﹤0.01%
37
+12
DFEM icon
441
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.64B
$18.3K ﹤0.01%
530
+1
DELL icon
442
Dell
DELL
$140B
$17.6K ﹤0.01%
107
-48
STWD icon
443
Starwood Property Trust
STWD
$6.75B
$17.2K ﹤0.01%
1,000
EPAM icon
444
EPAM Systems
EPAM
$6.28B
$16.9K ﹤0.01%
125
FITB
445
Fifth Third Bancorp
FITB
$45B
$16.8K ﹤0.01%
362
+20
WDAY icon
446
Workday
WDAY
$30.8B
$16.6K ﹤0.01%
128
+7
SWK icon
447
Stanley Black & Decker
SWK
$11.9B
$16.3K ﹤0.01%
229
ADBE icon
448
Adobe
ADBE
$99.2B
$15.8K ﹤0.01%
65
+15
FTI icon
449
TechnipFMC
FTI
$29.9B
$15.7K ﹤0.01%
+227
CVE icon
450
Cenovus Energy
CVE
$49.4B
$15.6K ﹤0.01%
588
16 17
18
19 20