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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14.1K ﹤0.01%
105
427
$14.1K ﹤0.01%
366
428
$13.9K ﹤0.01%
33
-12
429
$13.9K ﹤0.01%
793
+103
430
$13.8K ﹤0.01%
100
431
$13.8K ﹤0.01%
242
432
$13.4K ﹤0.01%
345
433
$13.2K ﹤0.01%
114
434
$13.2K ﹤0.01%
158
435
$13.1K ﹤0.01%
159
436
$13.1K ﹤0.01%
100
437
$12.9K ﹤0.01%
59
438
$12.8K ﹤0.01%
119
439
$12.8K ﹤0.01%
53
440
$12.7K ﹤0.01%
175
441
$12.7K ﹤0.01%
192
-14
442
$12.6K ﹤0.01%
3,800
443
$12.3K ﹤0.01%
143
444
$12.3K ﹤0.01%
+233
445
$12.1K ﹤0.01%
306
446
$12K ﹤0.01%
+781
447
$12K ﹤0.01%
313
448
$12K ﹤0.01%
450
449
$11.9K ﹤0.01%
101
450
$11.7K ﹤0.01%
+67
16 17
18
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