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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.7K ﹤0.01%
192
452
$12.4K ﹤0.01%
3,800
453
$12.4K ﹤0.01%
690
+223
454
$12.2K ﹤0.01%
117
455
$12K ﹤0.01%
53
-3
456
$11.8K ﹤0.01%
588
457
$11.7K ﹤0.01%
143
458
$11.6K ﹤0.01%
194
459
$11.5K ﹤0.01%
536
+254
460
$11.4K ﹤0.01%
345
461
$11.3K ﹤0.01%
+237
462
$11.3K ﹤0.01%
285
463
$11.3K ﹤0.01%
243
464
$11.3K ﹤0.01%
618
+227
465
$11.2K ﹤0.01%
205
466
$11.2K ﹤0.01%
143
467
$11.2K ﹤0.01%
258
468
$11.2K ﹤0.01%
52
469
$11.1K ﹤0.01%
162
470
$11.1K ﹤0.01%
31
+19
471
$11.1K ﹤0.01%
83
472
$11K ﹤0.01%
165
473
$10.9K ﹤0.01%
111
474
$10.8K ﹤0.01%
60
-16
475
$10.6K ﹤0.01%
466
+87
17 18
19
20 21