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
476
$41K ﹤0.01%
98
-32
477
$41K ﹤0.01%
245
478
$40K ﹤0.01%
900
479
$40K ﹤0.01%
917
-223
480
$40K ﹤0.01%
1,258
481
$40K ﹤0.01%
365
-57
482
$39K ﹤0.01%
1,196
483
$39K ﹤0.01%
201
-140
484
$38K ﹤0.01%
351
-1,505
485
$38K ﹤0.01%
972
-241
486
$38K ﹤0.01%
800
487
$38K ﹤0.01%
113
488
$37K ﹤0.01%
3,000
489
$37K ﹤0.01%
108
490
$37K ﹤0.01%
+372
491
$36K ﹤0.01%
6,375
492
$36K ﹤0.01%
704
493
$36K ﹤0.01%
193
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494
$35K ﹤0.01%
572
+31
495
$35K ﹤0.01%
203
-36
496
$35K ﹤0.01%
4,554
-840
497
$35K ﹤0.01%
705
498
$35K ﹤0.01%
396
-565
499
$34K ﹤0.01%
+334
500
$34K ﹤0.01%
+398
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