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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.4K ﹤0.01%
100
452
$10.3K ﹤0.01%
13
-70
453
$10.2K ﹤0.01%
117
-23
454
$10.2K ﹤0.01%
539
+131
455
$10.2K ﹤0.01%
66
456
$10.1K ﹤0.01%
550
457
$10.1K ﹤0.01%
192
458
$10.1K ﹤0.01%
175
+26
459
$10.1K ﹤0.01%
114
460
$10.1K ﹤0.01%
121
-340
461
$10K ﹤0.01%
210
-7
462
$9.98K ﹤0.01%
588
463
$9.85K ﹤0.01%
177
-407
464
$9.83K ﹤0.01%
50
-8
465
$9.62K ﹤0.01%
291
466
$9.59K ﹤0.01%
56
467
$9.55K ﹤0.01%
376
+76
468
$9.43K ﹤0.01%
172
-1,990
469
$9.37K ﹤0.01%
138
470
$9.3K ﹤0.01%
218
+76
471
$9.21K ﹤0.01%
111
472
$9.17K ﹤0.01%
223
-776
473
$9.09K ﹤0.01%
82
474
$9.08K ﹤0.01%
194
475
$9.03K ﹤0.01%
143
17 18
19
20 21