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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.85K ﹤0.01%
107
502
$7.84K ﹤0.01%
43
503
$7.63K ﹤0.01%
360
504
$7.61K ﹤0.01%
59
-45
505
$7.41K ﹤0.01%
44
-36
506
$7.37K ﹤0.01%
991
507
$7.33K ﹤0.01%
550
508
$7.32K ﹤0.01%
35
+18
509
$7.27K ﹤0.01%
113
510
$7.26K ﹤0.01%
100
511
$7.26K ﹤0.01%
600
-500
512
$7.12K ﹤0.01%
205
513
$7.1K ﹤0.01%
192
+10
514
$7.07K ﹤0.01%
161
515
$7.04K ﹤0.01%
18
+2
516
$6.97K ﹤0.01%
88
-33
517
$6.96K ﹤0.01%
52
518
$6.92K ﹤0.01%
69
-11
519
$6.88K ﹤0.01%
137
520
$6.83K ﹤0.01%
212
521
$6.83K ﹤0.01%
322
522
$6.75K ﹤0.01%
69
+10
523
$6.66K ﹤0.01%
90
524
$6.64K ﹤0.01%
83
525
$6.58K ﹤0.01%
29
-11
19 20
21
22 23