WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NYT icon
451
New York Times
NYT
$11.6B
$12.7K ﹤0.01%
226
RAMP icon
452
LiveRamp
RAMP
$1.64B
$12.3K ﹤0.01%
371
FMX icon
453
Fomento Económico Mexicano
FMX
$36.7B
$12.3K ﹤0.01%
119
GPC icon
454
Genuine Parts
GPC
$19B
$12.1K ﹤0.01%
100
NOC icon
455
Northrop Grumman
NOC
$95.7B
$12K ﹤0.01%
24
-2
MELI icon
456
Mercado Libre
MELI
$109B
$11.9K ﹤0.01%
5
PH icon
457
Parker-Hannifin
PH
$119B
$11.9K ﹤0.01%
17
+5
AVB icon
458
AvalonBay Communities
AVB
$24.9B
$11.8K ﹤0.01%
58
+11
CLH icon
459
Clean Harbors
CLH
$14B
$11.8K ﹤0.01%
51
VNT icon
460
Vontier
VNT
$5.45B
$11.6K ﹤0.01%
313
WING icon
461
Wingstop
WING
$7.46B
$11.1K ﹤0.01%
33
RRX icon
462
Regal Rexnord
RRX
$10.6B
$11.1K ﹤0.01%
77
+2
CASY icon
463
Casey's General Stores
CASY
$22.9B
$11K ﹤0.01%
22
+1
SLF icon
464
Sun Life Financial
SLF
$34.6B
$11K ﹤0.01%
165
PAY icon
465
Paymentus
PAY
$3.7B
$10.9K ﹤0.01%
332
-112
INSM icon
466
Insmed
INSM
$34.2B
$10.9K ﹤0.01%
108
-41
TDY icon
467
Teledyne Technologies
TDY
$29.2B
$10.7K ﹤0.01%
21
+2
MFC icon
468
Manulife Financial
MFC
$61.6B
$10.5K ﹤0.01%
330
-175
ONTO icon
469
Onto Innovation
ONTO
$10.5B
$10.4K ﹤0.01%
103
+17
MNDY icon
470
monday.com
MNDY
$6.58B
$10.4K ﹤0.01%
33
VMC icon
471
Vulcan Materials
VMC
$40.1B
$10.2K ﹤0.01%
39
-9
LSCC icon
472
Lattice Semiconductor
LSCC
$11.7B
$10.1K ﹤0.01%
207
PPL icon
473
PPL Corp
PPL
$27.1B
$10.1K ﹤0.01%
299
+34
RRR icon
474
Red Rock Resorts
RRR
$3.69B
$10.1K ﹤0.01%
194
WBD icon
475
Warner Bros
WBD
$70.3B
$10.1K ﹤0.01%
879