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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.03%
57,791
-1,670
27
$11M 1.01%
24,508
+361
28
$10.7M 0.98%
21,367
+110
29
$10.6M 0.97%
44,457
-581
30
$10.3M 0.94%
136,128
-1,350
31
$10M 0.92%
278,757
-1,614
32
$10M 0.92%
86,823
-1,817
33
$9.52M 0.88%
25,461
+8
34
$9.21M 0.85%
20,714
-1,489
35
$9.03M 0.83%
155,590
-7,787
36
$8.51M 0.78%
92,171
-2,596
37
$8.51M 0.78%
120,801
-2,862
38
$8.42M 0.77%
46,031
+4,177
39
$7.68M 0.71%
14,116
-770
40
$7.56M 0.69%
277,529
-15,884
41
$7.32M 0.67%
54,161
+9,402
42
$7.19M 0.66%
49,192
43
$6.9M 0.63%
196,672
+13,989
44
$6.86M 0.63%
195,822
-9,335
45
$6.52M 0.6%
32,241
+604
46
$5.89M 0.54%
36,712
+100
47
$5.72M 0.53%
84,416
-3,766
48
$5.28M 0.49%
265,938
-15,023
49
$4.05M 0.37%
34,633
+30,249
50
$3.86M 0.35%
22,328
+3
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