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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.5K ﹤0.01%
+74
427
$13.3K ﹤0.01%
68
428
$13.3K ﹤0.01%
41
429
$13.2K ﹤0.01%
504
430
$13.1K ﹤0.01%
96
-11
431
$13K ﹤0.01%
119
-26
432
$12.9K ﹤0.01%
196
-8
433
$12.8K ﹤0.01%
171
434
$12.8K ﹤0.01%
100
435
$12.7K ﹤0.01%
165
-11
436
$12.7K ﹤0.01%
215
-82
437
$12.6K ﹤0.01%
114
-18
438
$12.4K ﹤0.01%
+148
439
$12.4K ﹤0.01%
336
+118
440
$12.4K ﹤0.01%
114
-5
441
$12.3K ﹤0.01%
372
+11
442
$12.2K ﹤0.01%
588
443
$11.7K ﹤0.01%
258
444
$11.4K ﹤0.01%
158
445
$11.2K ﹤0.01%
390
+132
446
$11.2K ﹤0.01%
358
-7
447
$11K ﹤0.01%
346
448
$10.8K ﹤0.01%
+175
449
$10.8K ﹤0.01%
581
450
$10.7K ﹤0.01%
125
16 17
18
19 20