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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.77K ﹤0.01%
328
527
$5.75K ﹤0.01%
106
-16
528
$5.7K ﹤0.01%
253
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529
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68
530
$5.55K ﹤0.01%
208
531
$5.48K ﹤0.01%
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532
$5.47K ﹤0.01%
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533
$5.39K ﹤0.01%
53
534
$5.36K ﹤0.01%
75
535
$5.33K ﹤0.01%
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536
$5.24K ﹤0.01%
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537
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538
$5.12K ﹤0.01%
290
539
$5.1K ﹤0.01%
31
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540
$5.08K ﹤0.01%
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541
$5.02K ﹤0.01%
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543
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544
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$4.9K ﹤0.01%
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546
$4.9K ﹤0.01%
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547
$4.89K ﹤0.01%
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548
$4.89K ﹤0.01%
238
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549
$4.88K ﹤0.01%
200
550
$4.86K ﹤0.01%
315
-670
20 21
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