WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.18M
3 +$626K
4
EW icon
Edwards Lifesciences
EW
+$609K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$494K

Top Sells

1 +$5.72M
2 +$5.38M
3 +$2.93M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
PWR icon
Quanta Services
PWR
+$1.91M

Sector Composition

1 Technology 19.43%
2 Communication Services 14.73%
3 Healthcare 12.88%
4 Industrials 11.85%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AWR icon
526
American States Water
AWR
$2.94B
$7.25K ﹤0.01%
100
NNN icon
527
NNN REIT
NNN
$8.57B
$7.21K ﹤0.01%
182
+46
MCHP icon
528
Microchip Technology
MCHP
$35.2B
$7.2K ﹤0.01%
113
-79
TECH icon
529
Bio-Techne
TECH
$8.43B
$7.12K ﹤0.01%
121
+108
CAE icon
530
CAE Inc
CAE
$9.54B
$6.97K ﹤0.01%
229
VST icon
531
Vistra
VST
$55.4B
$6.84K ﹤0.01%
42
+3
MHK icon
532
Mohawk Industries
MHK
$6.6B
$6.71K ﹤0.01%
61
+7
LYB icon
533
LyondellBasell Industries
LYB
$21.5B
$6.54K ﹤0.01%
151
TLK icon
534
Telkom Indonesia
TLK
$19B
$6.4K ﹤0.01%
304
VRT icon
535
Vertiv
VRT
$101B
$6.04K ﹤0.01%
37
+4
RBRK icon
536
Rubrik
RBRK
$11.4B
$6.04K ﹤0.01%
79
DKNG icon
537
DraftKings
DKNG
$12.4B
$6.03K ﹤0.01%
175
+10
PCG icon
538
PG&E
PCG
$40B
$5.9K ﹤0.01%
+367
THC icon
539
Tenet Healthcare
THC
$20.6B
$5.64K ﹤0.01%
28
-2
CABO icon
540
Cable One
CABO
$631M
$5.64K ﹤0.01%
50
ROST icon
541
Ross Stores
ROST
$68.5B
$5.59K ﹤0.01%
31
LYV icon
542
Live Nation Entertainment
LYV
$38.9B
$5.51K ﹤0.01%
39
+10
VOD icon
543
Vodafone
VOD
$33.5B
$5.42K ﹤0.01%
410
HLI icon
544
Houlihan Lokey
HLI
$10.5B
$5.36K ﹤0.01%
31
-60
QRVO icon
545
Qorvo
QRVO
$7.2B
$5.18K ﹤0.01%
61
+2
KHC icon
546
Kraft Heinz
KHC
$28.9B
$5.14K ﹤0.01%
212
CWST icon
547
Casella Waste Systems
CWST
$6.08B
$4.99K ﹤0.01%
+51
NBIS
548
Nebius Group N.V.
NBIS
$24B
$4.94K ﹤0.01%
59
DT icon
549
Dynatrace
DT
$11.7B
$4.92K ﹤0.01%
113
-34
SCI icon
550
Service Corp International
SCI
$11.4B
$4.89K ﹤0.01%
63