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
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$2.55M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLF icon
476
Sun Life Financial
SLF
$34.4B
$9.45K ﹤0.01%
165
WBD icon
477
Warner Bros
WBD
$52.6B
$9.43K ﹤0.01%
879
TDY icon
478
Teledyne Technologies
TDY
$24.9B
$9.41K ﹤0.01%
19
EPI icon
479
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$9.27K ﹤0.01%
212
CASY icon
480
Casey's General Stores
CASY
$19.8B
$9.14K ﹤0.01%
21
MELI icon
481
Mercado Libre
MELI
$109B
$8.87K ﹤0.01%
5
PNFP icon
482
Pinnacle Financial Partners
PNFP
$6.85B
$8.8K ﹤0.01%
83
FOUR icon
483
Shift4
FOUR
$5.22B
$8.74K ﹤0.01%
107
FPE icon
484
First Trust Preferred Securities and Income ETF
FPE
$6.26B
$8.57K ﹤0.01%
487
ALC icon
485
Alcon
ALC
$37.7B
$8.54K ﹤0.01%
90
RRX icon
486
Regal Rexnord
RRX
$9.78B
$8.53K ﹤0.01%
75
+16
APG icon
487
APi Group
APG
$14.4B
$8.51K ﹤0.01%
357
+24
RRR icon
488
Red Rock Resorts
RRR
$3.52B
$8.41K ﹤0.01%
194
PCOR icon
489
Procore
PCOR
$11.3B
$8.32K ﹤0.01%
126
+19
PHR icon
490
Phreesia
PHR
$1.41B
$8.23K ﹤0.01%
322
BASE
491
DELISTED
Couchbase
BASE
$8.22K ﹤0.01%
522
HQY icon
492
HealthEquity
HQY
$8.31B
$8.22K ﹤0.01%
93
HAE icon
493
Haemonetics
HAE
$2.47B
$8.2K ﹤0.01%
129
+27
CVE icon
494
Cenovus Energy
CVE
$30.8B
$8.18K ﹤0.01%
588
ASND icon
495
Ascendis Pharma
ASND
$12.2B
$8.11K ﹤0.01%
52
+14
CAVA icon
496
CAVA Group
CAVA
$7.45B
$8.04K ﹤0.01%
93
MNDY icon
497
monday.com
MNDY
$10.2B
$8.02K ﹤0.01%
33
-20
AZN icon
498
AstraZeneca
AZN
$259B
$8.01K ﹤0.01%
109
LULU icon
499
lululemon athletica
LULU
$21.1B
$7.93K ﹤0.01%
28
CAE icon
500
CAE Inc
CAE
$9.18B
$7.89K ﹤0.01%
321