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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.35K ﹤0.01%
21
502
$8.21K ﹤0.01%
25
-44
503
$8.15K ﹤0.01%
321
504
$8.14K ﹤0.01%
522
+154
505
$8.1K ﹤0.01%
322
506
$8.02K ﹤0.01%
107
507
$7.99K ﹤0.01%
333
508
$7.97K ﹤0.01%
161
509
$7.96K ﹤0.01%
102
510
$7.82K ﹤0.01%
379
511
$7.77K ﹤0.01%
100
512
$7.76K ﹤0.01%
+41
513
$7.73K ﹤0.01%
5
-31
514
$7.65K ﹤0.01%
+136
515
$7.64K ﹤0.01%
90
516
$7.63K ﹤0.01%
12
517
$7.6K ﹤0.01%
470
518
$7.6K ﹤0.01%
234
+43
519
$7.33K ﹤0.01%
39
-5
520
$7.23K ﹤0.01%
123
521
$7.23K ﹤0.01%
39
522
$7.19K ﹤0.01%
111
523
$7.18K ﹤0.01%
315
524
$7.14K ﹤0.01%
109
+18
525
$7.07K ﹤0.01%
+253
19 20
21
22 23