WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$4.46M
3
+$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1
+$6.14M
2
+$4.75M
3
+$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
451
T-Mobile US
TMUS
$209B
$15.5K ﹤0.01%
74
-47
CASY icon
452
Casey's General Stores
CASY
$29.6B
$15.4K ﹤0.01%
21
-1
FELG icon
453
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.29B
$15.4K ﹤0.01%
410
ROBO icon
454
ROBO Global Robotics & Automation Index ETF
ROBO
$1.75B
$15.3K ﹤0.01%
223
BFAM icon
455
Bright Horizons
BFAM
$4.28B
$15.2K ﹤0.01%
+185
FFC
456
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$774M
$15K ﹤0.01%
970
SANA icon
457
Sana Biotechnology
SANA
$878M
$14.4K ﹤0.01%
5,000
RIO icon
458
Rio Tinto
RIO
$162B
$14.4K ﹤0.01%
154
O icon
459
Realty Income
O
$59.1B
$14.3K ﹤0.01%
233
APG icon
460
APi Group
APG
$21B
$14.2K ﹤0.01%
350
-441
PSA icon
461
Public Storage
PSA
$54.1B
$14.1K ﹤0.01%
52
+8
ETR icon
462
Entergy
ETR
$52B
$14K ﹤0.01%
125
-158
HSIC icon
463
Henry Schein
HSIC
$8.9B
$14K ﹤0.01%
190
PHM icon
464
Pultegroup
PHM
$24.4B
$14K ﹤0.01%
119
+32
PCAR icon
465
PACCAR
PCAR
$66.8B
$13.6K ﹤0.01%
118
+28
MET icon
466
MetLife
MET
$50.7B
$13.6K ﹤0.01%
192
+46
RRX icon
467
Regal Rexnord
RRX
$14.1B
$13.3K ﹤0.01%
71
LYB icon
468
LyondellBasell Industries
LYB
$22.6B
$13.3K ﹤0.01%
165
+14
CLH icon
469
Clean Harbors
CLH
$16.5B
$13.3K ﹤0.01%
46
-5
FMX icon
470
Fomento Económico Mexicano
FMX
$39.3B
$13.2K ﹤0.01%
119
-33
TDY icon
471
Teledyne Technologies
TDY
$30B
$12.7K ﹤0.01%
21
-1
CHD icon
472
Church & Dwight Co
CHD
$22.5B
$12.7K ﹤0.01%
+136
GPC icon
473
Genuine Parts
GPC
$15B
$12.6K ﹤0.01%
119
+19
KEYS icon
474
Keysight
KEYS
$59.5B
$12.4K ﹤0.01%
+44
IFF icon
475
International Flavors & Fragrances
IFF
$18.2B
$12.3K ﹤0.01%
169
+50
17 18
19
20 21