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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$57K ﹤0.01%
1,270
427
$57K ﹤0.01%
195
+6
428
$57K ﹤0.01%
361
-137
429
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713
430
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208
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431
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2,100
432
$53K ﹤0.01%
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433
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$53K ﹤0.01%
671
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670
436
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437
$53K ﹤0.01%
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629
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$52K ﹤0.01%
574
440
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611
446
$50K ﹤0.01%
236
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$50K ﹤0.01%
1,060
448
$49K ﹤0.01%
366
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449
$49K ﹤0.01%
366
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450
$49K ﹤0.01%
359
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