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
476
$8.89K ﹤0.01%
105
477
$8.86K ﹤0.01%
242
478
$8.8K ﹤0.01%
259
-417
479
$8.7K ﹤0.01%
100
480
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102
481
$8.63K ﹤0.01%
165
482
$8.6K ﹤0.01%
165
483
$8.41K ﹤0.01%
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484
$8.33K ﹤0.01%
44
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$8.32K ﹤0.01%
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486
$8.29K ﹤0.01%
1,079
487
$8.29K ﹤0.01%
350
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$8.02K ﹤0.01%
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489
$8.01K ﹤0.01%
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490
$7.99K ﹤0.01%
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491
$7.85K ﹤0.01%
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$7.63K ﹤0.01%
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496
$7.57K ﹤0.01%
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497
$7.53K ﹤0.01%
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498
$7.45K ﹤0.01%
322
499
$7.37K ﹤0.01%
187
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500
$7.3K ﹤0.01%
84
18 19
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