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
476
$10.5K ﹤0.01%
175
477
$10.3K ﹤0.01%
137
+12
478
$10.3K ﹤0.01%
497
479
$10.2K ﹤0.01%
450
480
$10.2K ﹤0.01%
856
481
$10.1K ﹤0.01%
121
482
$10.1K ﹤0.01%
375
483
$9.9K ﹤0.01%
104
+29
484
$9.86K ﹤0.01%
575
485
$9.74K ﹤0.01%
167
486
$9.59K ﹤0.01%
99
487
$9.4K ﹤0.01%
379
488
$9.37K ﹤0.01%
702
+133
489
$9.34K ﹤0.01%
100
490
$9.3K ﹤0.01%
345
+136
491
$9.29K ﹤0.01%
215
+28
492
$9.23K ﹤0.01%
+212
493
$9.21K ﹤0.01%
360
494
$9.14K ﹤0.01%
265
495
$9.01K ﹤0.01%
165
496
$8.81K ﹤0.01%
67
-45
497
$8.72K ﹤0.01%
47
498
$8.71K ﹤0.01%
102
499
$8.68K ﹤0.01%
152
500
$8.66K ﹤0.01%
33
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