WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EPI icon
476
WisdomTree India Earnings Fund ETF
EPI
$2.62B
$10.1K ﹤0.01%
212
IAU icon
477
iShares Gold Trust
IAU
$77.7B
$10K ﹤0.01%
161
CFLT icon
478
Confluent
CFLT
$10.8B
$10K ﹤0.01%
402
+73
HQY icon
479
HealthEquity
HQY
$7.38B
$9.74K ﹤0.01%
93
YUMC icon
480
Yum China
YUMC
$17.5B
$9.7K ﹤0.01%
217
-63
HAE icon
481
Haemonetics
HAE
$3.28B
$9.63K ﹤0.01%
129
EXR icon
482
Extra Space Storage
EXR
$30.5B
$9.58K ﹤0.01%
65
TTAN
483
ServiceTitan Inc
TTAN
$8.48B
$9.54K ﹤0.01%
89
+11
LHX icon
484
L3Harris
LHX
$66.5B
$9.53K ﹤0.01%
+38
BBY icon
485
Best Buy
BBY
$14.1B
$9.26K ﹤0.01%
+138
WSC icon
486
WillScot Mobile Mini Holdings
WSC
$3.91B
$9.26K ﹤0.01%
338
+128
GTLB icon
487
GitLab
GTLB
$6.3B
$9.25K ﹤0.01%
205
MTDR icon
488
Matador Resources
MTDR
$5.36B
$9.21K ﹤0.01%
193
PHR icon
489
Phreesia
PHR
$953M
$9.16K ﹤0.01%
322
PNFP icon
490
Pinnacle Financial Partners Inc
PNFP
$14.7B
$9.16K ﹤0.01%
83
FRSH icon
491
Freshworks
FRSH
$3.32B
$9.05K ﹤0.01%
607
+137
IYG icon
492
iShares US Financial Services ETF
IYG
$2.05B
$8.99K ﹤0.01%
105
-27
ASND icon
493
Ascendis Pharma
ASND
$14B
$8.97K ﹤0.01%
52
BOOT icon
494
Boot Barn
BOOT
$5.75B
$8.97K ﹤0.01%
59
CCK icon
495
Crown Holdings
CCK
$11.8B
$8.86K ﹤0.01%
86
+26
PRVA icon
496
Privia Health
PRVA
$2.95B
$8.86K ﹤0.01%
385
+104
PSA icon
497
Public Storage
PSA
$50.3B
$8.8K ﹤0.01%
30
+12
AAON icon
498
Aaon
AAON
$7.88B
$8.78K ﹤0.01%
119
+19
LYB icon
499
LyondellBasell Industries
LYB
$16.6B
$8.73K ﹤0.01%
151
FPE icon
500
First Trust Preferred Securities and Income ETF
FPE
$6.45B
$8.67K ﹤0.01%
487