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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15.5K ﹤0.01%
100
427
$15.4K ﹤0.01%
151
-62
428
$15.4K ﹤0.01%
206
-9
429
$15.2K ﹤0.01%
176
+53
430
$15.2K ﹤0.01%
78
+8
431
$14.7K ﹤0.01%
94
+4
432
$14.3K ﹤0.01%
242
433
$14.2K ﹤0.01%
313
+37
434
$13.9K ﹤0.01%
100
-50
435
$13.9K ﹤0.01%
159
436
$13.8K ﹤0.01%
80
437
$13.7K ﹤0.01%
165
438
$13.7K ﹤0.01%
41
+22
439
$13.7K ﹤0.01%
306
440
$13.6K ﹤0.01%
101
441
$13.6K ﹤0.01%
158
442
$13.5K ﹤0.01%
539
443
$13.5K ﹤0.01%
145
444
$13.4K ﹤0.01%
105
-16
445
$13.3K ﹤0.01%
114
446
$13.3K ﹤0.01%
67
-184
447
$13.2K ﹤0.01%
59
-32
448
$13.1K ﹤0.01%
100
449
$12.8K ﹤0.01%
47
-6
450
$12.8K ﹤0.01%
1,079
16 17
18
19 20