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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.4%
170,491
+19,096
27
$18M 1.28%
133,848
-914
28
$17.7M 1.26%
70,798
+2,711
29
$17.1M 1.21%
41,153
+755
30
$16.6M 1.18%
322,551
-13,175
31
$16.1M 1.14%
192,813
+1,671
32
$15.1M 1.07%
60,142
-542
33
$14.5M 1.03%
361,572
-3,660
34
$14.5M 1.03%
50,486
-4,604
35
$13.3M 0.95%
180,906
+1,186
36
$13M 0.92%
297,456
+19,015
37
$12.6M 0.89%
84,458
+925
38
$12.3M 0.87%
149,420
-25,098
39
$11.9M 0.85%
79,706
+659
40
$11.9M 0.85%
38,664
+1,257
41
$11.9M 0.84%
99,209
+9,691
42
$11.7M 0.83%
327,595
+34,144
43
$10.1M 0.71%
47,315
+2,893
44
$9.54M 0.68%
53,821
-818
45
$8.68M 0.62%
40,854
+3,359
46
$8.63M 0.61%
73,322
-848
47
$8.01M 0.57%
17,745
+120
48
$8M 0.57%
96,840
-7,348
49
$7.69M 0.55%
86,320
50
$7.59M 0.54%
216,549
+4,384
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