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
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.08%
59,461
+498
27
$10.9M 1%
163,377
-8,969
28
$10.8M 0.99%
439,839
+97,502
29
$10.4M 0.95%
45,038
-2,104
30
$10.3M 0.94%
88,640
+299
31
$10.2M 0.94%
21,257
-75
32
$10.2M 0.93%
24,147
-281
33
$9.98M 0.92%
280,371
-12,037
34
$9.85M 0.9%
123,663
-1,494
35
$9.7M 0.89%
41,854
-1,608
36
$9.06M 0.83%
94,767
-2,175
37
$8.97M 0.82%
182,683
-2,555
38
$8.86M 0.81%
22,203
-801
39
$8.76M 0.8%
25,453
-1,166
40
$7.79M 0.71%
14,886
-31
41
$7.78M 0.71%
49,192
-194
42
$7.31M 0.67%
205,157
-5,362
43
$7.23M 0.66%
44,759
+44,428
44
$6.34M 0.58%
31,637
-507
45
$5.96M 0.55%
36,612
-4,450
46
$5.31M 0.49%
88,182
-330
47
$5.15M 0.47%
280,961
-9,495
48
$4.95M 0.45%
22,230
-491
49
$4.67M 0.43%
293,413
+59,818
50
$4.65M 0.43%
86,635
-19,237
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