WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PCOR icon
501
Procore
PCOR
$11.7B
$8.62K ﹤0.01%
126
RBC icon
502
RBC Bearings
RBC
$13.6B
$8.47K ﹤0.01%
22
HIG icon
503
Hartford Financial Services
HIG
$37.3B
$8.44K ﹤0.01%
67
+4
BBVA icon
504
Banco Bilbao Vizcaya Argentaria
BBVA
$123B
$8.27K ﹤0.01%
538
LBRDK icon
505
Liberty Broadband Class C
LBRDK
$6.68B
$8.17K ﹤0.01%
83
ROBO icon
506
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$8.13K ﹤0.01%
136
COTY icon
507
Coty
COTY
$3.09B
$8.07K ﹤0.01%
1,736
CVE icon
508
Cenovus Energy
CVE
$31.1B
$8K ﹤0.01%
588
ALC icon
509
Alcon
ALC
$38.1B
$7.95K ﹤0.01%
90
CAVA icon
510
CAVA Group
CAVA
$5.51B
$7.83K ﹤0.01%
93
NCNO icon
511
nCino
NCNO
$2.95B
$7.72K ﹤0.01%
276
AWR icon
512
American States Water
AWR
$2.86B
$7.67K ﹤0.01%
100
FOUR icon
513
Shift4
FOUR
$4.91B
$7.63K ﹤0.01%
77
-30
AZN icon
514
AstraZeneca
AZN
$275B
$7.62K ﹤0.01%
109
ACGL icon
515
Arch Capital
ACGL
$33.4B
$7.49K ﹤0.01%
82
+6
VST icon
516
Vistra
VST
$59.3B
$7.49K ﹤0.01%
39
+1
BHP icon
517
BHP
BHP
$139B
$7.41K ﹤0.01%
154
TGT icon
518
Target
TGT
$40.9B
$7.4K ﹤0.01%
75
-156
DT icon
519
Dynatrace
DT
$14B
$7.34K ﹤0.01%
133
+12
VTRS icon
520
Viatris
VTRS
$12.4B
$7.3K ﹤0.01%
818
-38
MRUS icon
521
Merus
MRUS
$7.3B
$7.26K ﹤0.01%
138
RBRK icon
522
Rubrik
RBRK
$13.9B
$7.26K ﹤0.01%
81
-3
ICLN icon
523
iShares Global Clean Energy ETF
ICLN
$1.83B
$7.21K ﹤0.01%
550
RIO icon
524
Rio Tinto
RIO
$115B
$7.17K ﹤0.01%
123
DKNG icon
525
DraftKings
DKNG
$14.5B
$7.08K ﹤0.01%
165
+131