WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Sells

1 +$5.19M
2 +$2.16M
3 +$1.7M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJT icon
426
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.81B
$22.9K ﹤0.01%
+162
APG icon
427
APi Group
APG
$19.2B
$22.8K ﹤0.01%
663
+289
EOG icon
428
EOG Resources
EOG
$67.3B
$22.8K ﹤0.01%
203
ZBH icon
429
Zimmer Biomet
ZBH
$19.5B
$22.5K ﹤0.01%
228
GOVT icon
430
iShares US Treasury Bond ETF
GOVT
$36.3B
$22.3K ﹤0.01%
965
SPYV icon
431
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.2B
$22.2K ﹤0.01%
+402
TTWO icon
432
Take-Two Interactive
TTWO
$39.2B
$22K ﹤0.01%
85
-52
DOW icon
433
Dow Inc
DOW
$22.1B
$21.8K ﹤0.01%
952
SNPS icon
434
Synopsys
SNPS
$79.2B
$21.7K ﹤0.01%
44
VRSN icon
435
VeriSign
VRSN
$20.9B
$21.5K ﹤0.01%
+77
JPC icon
436
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$21.3K ﹤0.01%
2,600
VIOG icon
437
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$886M
$20.6K ﹤0.01%
170
+1
SYY icon
438
Sysco
SYY
$43.6B
$20.6K ﹤0.01%
250
AEP icon
439
American Electric Power
AEP
$72.4B
$20.3K ﹤0.01%
180
TKO icon
440
TKO Group
TKO
$17.7B
$20.2K ﹤0.01%
100
ODFL icon
441
Old Dominion Freight Line
ODFL
$42.5B
$19.7K ﹤0.01%
140
+35
ARTY
442
iShares Future AI & Tech ETF
ARTY
$2.29B
$19.5K ﹤0.01%
+425
STWD icon
443
Starwood Property Trust
STWD
$6.6B
$19.4K ﹤0.01%
1,000
AIR icon
444
AAR Corp
AIR
$4.64B
$19.1K ﹤0.01%
213
LIN icon
445
Linde
LIN
$237B
$19K ﹤0.01%
40
SO icon
446
Southern Company
SO
$107B
$18.9K ﹤0.01%
200
EPAM icon
447
EPAM Systems
EPAM
$7.79B
$18.8K ﹤0.01%
125
HLI icon
448
Houlihan Lokey
HLI
$11.4B
$18.7K ﹤0.01%
91
ACA icon
449
Arcosa
ACA
$5.27B
$18.5K ﹤0.01%
197
+23
PFGC icon
450
Performance Food Group
PFGC
$15.3B
$18K ﹤0.01%
173
-12