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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.3K ﹤0.01%
132
477
$10.2K ﹤0.01%
119
478
$9.88K ﹤0.01%
497
479
$9.79K ﹤0.01%
165
480
$9.72K ﹤0.01%
65
481
$9.6K ﹤0.01%
212
482
$9.49K ﹤0.01%
83
483
$9.39K ﹤0.01%
20
-319
484
$9.38K ﹤0.01%
33
485
$9.29K ﹤0.01%
879
-112
486
$9.28K ﹤0.01%
165
487
$9.27K ﹤0.01%
277
+34
488
$9.1K ﹤0.01%
59
+5
489
$8.97K ﹤0.01%
194
490
$8.96K ﹤0.01%
59
491
$8.92K ﹤0.01%
93
-50
492
$8.91K ﹤0.01%
588
493
$8.84K ﹤0.01%
150
494
$8.78K ﹤0.01%
19
495
$8.69K ﹤0.01%
121
+55
496
$8.63K ﹤0.01%
465
+115
497
$8.62K ﹤0.01%
487
498
$8.6K ﹤0.01%
408
+48
499
$8.59K ﹤0.01%
73
500
$8.54K ﹤0.01%
219
18 19
20
21 22