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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.56K ﹤0.01%
219
502
$7.56K ﹤0.01%
44
503
$7.55K ﹤0.01%
167
-48
504
$7.54K ﹤0.01%
200
505
$7.54K ﹤0.01%
38
506
$7.53K ﹤0.01%
98
507
$7.26K ﹤0.01%
31
508
$7.17K ﹤0.01%
90
509
$7.13K ﹤0.01%
212
510
$7.1K ﹤0.01%
467
-178
511
$7.06K ﹤0.01%
26
512
$7K ﹤0.01%
275
+200
513
$6.92K ﹤0.01%
43
-7
514
$6.86K ﹤0.01%
84
515
$6.8K ﹤0.01%
220
516
$6.67K ﹤0.01%
94
517
$6.65K ﹤0.01%
243
518
$6.53K ﹤0.01%
328
519
$6.51K ﹤0.01%
132
520
$6.5K ﹤0.01%
69
521
$6.46K ﹤0.01%
281
+52
522
$6.29K ﹤0.01%
379
523
$6.22K ﹤0.01%
569
524
$6.09K ﹤0.01%
75
-30
525
$5.99K ﹤0.01%
157
-20
19 20
21
22 23