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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.2%
79,737
-533
27
$10.5M 1.08%
180,401
-1,022
28
$10.5M 1.08%
241,420
-22,900
29
$10.5M 1.07%
89,027
-335
30
$9.75M 1%
59,304
+233
31
$9.7M 1%
405,276
+47,469
32
$9.4M 0.96%
296,679
-4,232
33
$8.47M 0.87%
170,552
-3,017
34
$8.47M 0.87%
41,617
+658
35
$8.18M 0.84%
30,047
-223
36
$8.02M 0.82%
20,421
-170
37
$7.98M 0.82%
47,126
+864
38
$7.79M 0.8%
24,679
-100
39
$7.71M 0.79%
49,502
-448
40
$7.02M 0.72%
221,619
-3,789
41
$6.86M 0.7%
184,490
+7,970
42
$6.79M 0.7%
23,227
-863
43
$6.74M 0.69%
48,885
-3,184
44
$6.57M 0.67%
15,365
-329
45
$5.04M 0.52%
72,800
+86
46
$5.04M 0.52%
22,700
+226
47
$4.84M 0.5%
291,873
-7,775
48
$4.73M 0.49%
88,683
-1,500
49
$4.7M 0.48%
32,407
+284
50
$4.65M 0.48%
31,181
-288
1
2
3 4 5