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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.7K ﹤0.01%
47
452
$11.6K ﹤0.01%
345
453
$11.6K ﹤0.01%
588
454
$11.5K ﹤0.01%
237
455
$11K ﹤0.01%
215
456
$10.8K ﹤0.01%
1,079
457
$10.7K ﹤0.01%
70
-36
458
$10.7K ﹤0.01%
194
459
$10.4K ﹤0.01%
100
460
$10.4K ﹤0.01%
497
461
$10.2K ﹤0.01%
212
462
$10.2K ﹤0.01%
82
463
$10.2K ﹤0.01%
205
+38
464
$10.1K ﹤0.01%
+65
465
$10K ﹤0.01%
111
466
$9.98K ﹤0.01%
149
-62
467
$9.9K ﹤0.01%
100
-75
468
$9.83K ﹤0.01%
165
469
$9.77K ﹤0.01%
575
470
$9.72K ﹤0.01%
47
471
$9.55K ﹤0.01%
144
-202
472
$9.42K ﹤0.01%
152
473
$9.31K ﹤0.01%
92
474
$9.31K ﹤0.01%
99
475
$9.25K ﹤0.01%
+190
17 18
19
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