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
476
$9.22K ﹤0.01%
159
+16
477
$9.15K ﹤0.01%
243
478
$9.1K ﹤0.01%
856
479
$8.85K ﹤0.01%
466
480
$8.79K ﹤0.01%
285
481
$8.63K ﹤0.01%
93
482
$8.61K ﹤0.01%
132
-60
483
$8.53K ﹤0.01%
99
+41
484
$8.48K ﹤0.01%
424
485
$8.46K ﹤0.01%
487
486
$8.44K ﹤0.01%
102
487
$8.38K ﹤0.01%
+133
488
$8.36K ﹤0.01%
31
489
$8.31K ﹤0.01%
60
+5
490
$8.26K ﹤0.01%
40
-29
491
$8.2K ﹤0.01%
265
492
$8.17K ﹤0.01%
138
+41
493
$8.16K ﹤0.01%
143
494
$8.11K ﹤0.01%
123
495
$8.11K ﹤0.01%
+72
496
$8.08K ﹤0.01%
165
497
$8.08K ﹤0.01%
60
498
$8.04K ﹤0.01%
21
-5
499
$8.02K ﹤0.01%
90
-75
500
$7.91K ﹤0.01%
219
18 19
20
21 22