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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.7K ﹤0.01%
53
452
$10.6K ﹤0.01%
450
-585
453
$10.6K ﹤0.01%
380
-34
454
$10.5K ﹤0.01%
101
455
$10.4K ﹤0.01%
143
456
$10.4K ﹤0.01%
118
+21
457
$10.4K ﹤0.01%
112
458
$10.4K ﹤0.01%
175
459
$10.3K ﹤0.01%
113
+83
460
$10.3K ﹤0.01%
181
461
$10.3K ﹤0.01%
1,042
462
$10.1K ﹤0.01%
1,500
463
$9.98K ﹤0.01%
242
464
$9.91K ﹤0.01%
604
+228
465
$9.9K ﹤0.01%
192
466
$9.85K ﹤0.01%
539
467
$9.81K ﹤0.01%
165
468
$9.72K ﹤0.01%
90
469
$9.62K ﹤0.01%
291
470
$9.56K ﹤0.01%
121
471
$9.46K ﹤0.01%
978
472
$9.44K ﹤0.01%
227
+17
473
$9.43K ﹤0.01%
66
474
$9.27K ﹤0.01%
149
+88
475
$9.21K ﹤0.01%
100
17 18
19
20 21