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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Sells

1 +$5.53M
2 +$2.51M
3 +$1.7M
4
BKNG icon
Booking.com
BKNG
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.58M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJT icon
426
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.38B
$22.9K ﹤0.01%
+162
APG icon
427
APi Group
APG
$16.2B
$22.8K ﹤0.01%
663
+289
EOG icon
428
EOG Resources
EOG
$60B
$22.8K ﹤0.01%
203
ZBH icon
429
Zimmer Biomet
ZBH
$18.3B
$22.5K ﹤0.01%
228
GOVT icon
430
iShares US Treasury Bond ETF
GOVT
$33.2B
$22.3K ﹤0.01%
965
SPYV icon
431
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.1B
$22.2K ﹤0.01%
+402
TTWO icon
432
Take-Two Interactive
TTWO
$45.7B
$22K ﹤0.01%
85
-52
DOW icon
433
Dow Inc
DOW
$16.3B
$21.8K ﹤0.01%
952
SNPS icon
434
Synopsys
SNPS
$88.7B
$21.7K ﹤0.01%
44
VRSN icon
435
VeriSign
VRSN
$23.1B
$21.5K ﹤0.01%
+77
JPC icon
436
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$21.3K ﹤0.01%
2,600
VIOG icon
437
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$844M
$20.6K ﹤0.01%
170
+1
SYY icon
438
Sysco
SYY
$34.9B
$20.6K ﹤0.01%
250
AEP icon
439
American Electric Power
AEP
$62.2B
$20.3K ﹤0.01%
180
TKO icon
440
TKO Group
TKO
$16B
$20.2K ﹤0.01%
100
ODFL icon
441
Old Dominion Freight Line
ODFL
$32.3B
$19.7K ﹤0.01%
140
+35
ARTY
442
iShares Future AI & Tech ETF
ARTY
$2.02B
$19.5K ﹤0.01%
+425
STWD icon
443
Starwood Property Trust
STWD
$6.79B
$19.4K ﹤0.01%
1,000
AIR icon
444
AAR Corp
AIR
$3.21B
$19.1K ﹤0.01%
213
LIN icon
445
Linde
LIN
$182B
$19K ﹤0.01%
40
SO icon
446
Southern Company
SO
$94.7B
$18.9K ﹤0.01%
200
EPAM icon
447
EPAM Systems
EPAM
$11.2B
$18.8K ﹤0.01%
125
HLI icon
448
Houlihan Lokey
HLI
$12.4B
$18.7K ﹤0.01%
91
ACA icon
449
Arcosa
ACA
$5.27B
$18.5K ﹤0.01%
197
+23
PFGC icon
450
Performance Food Group
PFGC
$14.4B
$18K ﹤0.01%
173
-12