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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$34K ﹤0.01%
217
502
$34K ﹤0.01%
324
-228
503
$34K ﹤0.01%
285
+79
504
$33K ﹤0.01%
400
505
$33K ﹤0.01%
458
+31
506
$33K ﹤0.01%
492
-92
507
$33K ﹤0.01%
309
-48
508
$33K ﹤0.01%
577
+11
509
$33K ﹤0.01%
275
+75
510
$32K ﹤0.01%
1,044
-164
511
$32K ﹤0.01%
293
-27
512
$32K ﹤0.01%
2,426
513
$32K ﹤0.01%
726
+629
514
$31K ﹤0.01%
70
-59
515
$31K ﹤0.01%
155
516
$31K ﹤0.01%
364
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517
$31K ﹤0.01%
863
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518
$31K ﹤0.01%
888
519
$31K ﹤0.01%
576
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520
$31K ﹤0.01%
138
+5
521
$31K ﹤0.01%
9,514
522
$31K ﹤0.01%
229
-14
523
$31K ﹤0.01%
609
-267
524
$31K ﹤0.01%
50
525
$30K ﹤0.01%
560
19 20
21
22 23