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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.65K ﹤0.01%
991
-1,237
502
$8.53K ﹤0.01%
92
503
$8.47K ﹤0.01%
200
504
$8.44K ﹤0.01%
487
505
$8.38K ﹤0.01%
31
506
$8.28K ﹤0.01%
26
507
$8.26K ﹤0.01%
80
-14
508
$8.25K ﹤0.01%
143
-38
509
$8.19K ﹤0.01%
55
+2
510
$8.07K ﹤0.01%
40
+9
511
$7.91K ﹤0.01%
43
512
$7.84K ﹤0.01%
123
513
$7.82K ﹤0.01%
212
514
$7.8K ﹤0.01%
43
515
$7.79K ﹤0.01%
424
+59
516
$7.71K ﹤0.01%
322
517
$7.69K ﹤0.01%
550
-100
518
$7.65K ﹤0.01%
477
-690
519
$7.64K ﹤0.01%
82
+14
520
$7.45K ﹤0.01%
219
521
$7.43K ﹤0.01%
250
522
$7.38K ﹤0.01%
68
-6
523
$7.36K ﹤0.01%
43
524
$7.25K ﹤0.01%
161
525
$7.22K ﹤0.01%
100
19 20
21
22 23