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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BABA icon
426
Alibaba
BABA
$387B
$15.3K ﹤0.01%
135
-151
ACA icon
427
Arcosa
ACA
$4.9B
$15.1K ﹤0.01%
174
SONY icon
428
Sony
SONY
$181B
$15K ﹤0.01%
575
C icon
429
Citigroup
C
$181B
$14.9K ﹤0.01%
175
BEEP icon
430
Mobile Infrastructure Corp
BEEP
$138M
$14.9K ﹤0.01%
3,281
ON icon
431
ON Semiconductor
ON
$19.6B
$14.8K ﹤0.01%
282
-120
AIR icon
432
AAR Corp
AIR
$3.23B
$14.7K ﹤0.01%
213
ALDX icon
433
Aldeyra Therapeutics
ALDX
$310M
$14.6K ﹤0.01%
3,800
TXT icon
434
Textron
TXT
$14.4B
$14.4K ﹤0.01%
179
+7
SITM icon
435
SiTime
SITM
$7.62B
$14.3K ﹤0.01%
67
GVA icon
436
Granite Construction
GVA
$4.46B
$14.2K ﹤0.01%
152
ITGR icon
437
Integer Holdings
ITGR
$2.42B
$14K ﹤0.01%
114
BRBR icon
438
BellRing Brands
BRBR
$3.38B
$14K ﹤0.01%
242
A icon
439
Agilent Technologies
A
$41.8B
$13.9K ﹤0.01%
+118
HSIC icon
440
Henry Schein
HSIC
$8.48B
$13.9K ﹤0.01%
+190
XLU icon
441
Utilities Select Sector SPDR Fund
XLU
$21.9B
$13.7K ﹤0.01%
168
O icon
442
Realty Income
O
$52.2B
$13.4K ﹤0.01%
233
SLV icon
443
iShares Silver Trust
SLV
$25B
$13.1K ﹤0.01%
400
-50
CSGP icon
444
CoStar Group
CSGP
$29B
$13.1K ﹤0.01%
162
IFF icon
445
International Flavors & Fragrances
IFF
$17B
$13K ﹤0.01%
+177
ARWR icon
446
Arrowhead Research
ARWR
$5.72B
$13K ﹤0.01%
820
BASE
447
DELISTED
Couchbase
BASE
$12.7K ﹤0.01%
522
MCHP icon
448
Microchip Technology
MCHP
$29.2B
$12.7K ﹤0.01%
181
+112
APG icon
449
APi Group
APG
$15.6B
$12.7K ﹤0.01%
374
+17
COO icon
450
Cooper Companies
COO
$14.3B
$12.7K ﹤0.01%
+178