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WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$4.46M
3
+$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1
+$6.14M
2
+$4.75M
3
+$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPL icon
526
PPL Corp
PPL
$26.6B
$5.55K ﹤0.01%
145
-154
STE icon
527
Steris
STE
$20.5B
$5.49K ﹤0.01%
25
-10
CAE icon
528
CAE Inc
CAE
$8.08B
$5.44K ﹤0.01%
209
-20
THC icon
529
Tenet Healthcare
THC
$14B
$5.36K ﹤0.01%
28
KDP icon
530
Keurig Dr Pepper
KDP
$41.8B
$5.27K ﹤0.01%
200
-899
GMAB icon
531
Genmab
GMAB
$15.2B
$5.26K ﹤0.01%
196
-45
MELI icon
532
Mercado Libre
MELI
$81.7B
$5.22K ﹤0.01%
3
-1
GLSI icon
533
Greenwich LifeSciences
GLSI
$318M
$4.8K ﹤0.01%
200
SBAC icon
534
SBA Communications
SBAC
$21.2B
$4.63K ﹤0.01%
27
+24
FANG icon
535
Diamondback Energy
FANG
$55.8B
$4.56K ﹤0.01%
23
+2
ITW icon
536
Illinois Tool Works
ITW
$72.6B
$4.42K ﹤0.01%
+17
ANET icon
537
Arista Networks
ANET
$197B
$4.42K ﹤0.01%
+36
CNI icon
538
Canadian National Railway
CNI
$73.3B
$4.39K ﹤0.01%
43
+1
AROC icon
539
Archrock
AROC
$6.11B
$4.38K ﹤0.01%
126
EQH icon
540
Equitable Holdings
EQH
$11.6B
$4.38K ﹤0.01%
118
+104
XPO icon
541
XPO
XPO
$26.4B
$4.3K ﹤0.01%
22
+6
IYG icon
542
iShares US Financial Services ETF
IYG
$1.93B
$4.06K ﹤0.01%
49
WDC icon
543
Western Digital
WDC
$182B
$4.06K ﹤0.01%
+15
HLI icon
544
Houlihan Lokey
HLI
$9.47B
$4.05K ﹤0.01%
28
-3
TDW icon
545
Tidewater
TDW
$3.7B
$3.93K ﹤0.01%
47
SCI icon
546
Service Corp International
SCI
$9.84B
$3.86K ﹤0.01%
47
-16
URI icon
547
United Rentals
URI
$67.9B
$3.71K ﹤0.01%
+5
HDB icon
548
HDFC Bank
HDB
$118B
$3.58K ﹤0.01%
144
-316
NOW icon
549
ServiceNow
NOW
$118B
$3.56K ﹤0.01%
34
-349
CRH icon
550
CRH
CRH
$67.8B
$3.47K ﹤0.01%
+33
20 21
22
23 24