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
476
$9.14K ﹤0.01%
102
477
$8.94K ﹤0.01%
114
478
$8.93K ﹤0.01%
63
-5
479
$8.92K ﹤0.01%
56
480
$8.69K ﹤0.01%
1,079
481
$8.66K ﹤0.01%
100
482
$8.59K ﹤0.01%
272
+56
483
$8.57K ﹤0.01%
111
484
$8.31K ﹤0.01%
205
-18
485
$8.19K ﹤0.01%
100
-50
486
$8.14K ﹤0.01%
12
-1
487
$8.09K ﹤0.01%
45
+11
488
$8.05K ﹤0.01%
165
489
$8.05K ﹤0.01%
50
-50
490
$8.04K ﹤0.01%
550
491
$7.99K ﹤0.01%
350
492
$7.95K ﹤0.01%
194
493
$7.87K ﹤0.01%
100
494
$7.83K ﹤0.01%
123
495
$7.78K ﹤0.01%
487
496
$7.77K ﹤0.01%
68
497
$7.71K ﹤0.01%
187
498
$7.7K ﹤0.01%
82
499
$7.64K ﹤0.01%
265
500
$7.64K ﹤0.01%
138
18 19
20
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