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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.17%
181,423
+957
27
$11.5M 1.11%
59,071
-118
28
$11.3M 1.09%
357,807
+2,903
29
$11.2M 1.08%
264,320
-31,040
30
$10.4M 1%
300,911
+2,009
31
$10.3M 1%
173,569
-2,489
32
$9.58M 0.93%
89,362
-141
33
$8.64M 0.84%
46,262
+701
34
$8.57M 0.83%
30,270
-1,677
35
$8.52M 0.83%
80,270
+6
36
$8.44M 0.82%
24,779
-659
37
$8.39M 0.81%
20,591
-1,850
38
$8.27M 0.8%
49,950
-278
39
$8.24M 0.8%
24,090
-124
40
$8.1M 0.79%
40,959
+435
41
$7.4M 0.72%
52,069
-986
42
$7.28M 0.71%
225,408
-8,435
43
$6.96M 0.67%
15,694
-506
44
$6.86M 0.67%
72,714
-10
45
$6.63M 0.64%
168,067
+142,457
46
$5.66M 0.55%
22,474
+100
47
$5.46M 0.53%
31,469
+178
48
$5.16M 0.5%
299,648
+90
49
$4.97M 0.48%
212,126
-1,147
50
$4.83M 0.47%
176,520
+43,112
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