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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.89K ﹤0.01%
+167
527
$5.89K ﹤0.01%
44
+4
528
$5.86K ﹤0.01%
339
-38
529
$5.8K ﹤0.01%
136
530
$5.78K ﹤0.01%
273
+14
531
$5.78K ﹤0.01%
152
532
$5.72K ﹤0.01%
+308
533
$5.71K ﹤0.01%
14
+2
534
$5.67K ﹤0.01%
228
535
$5.63K ﹤0.01%
161
536
$5.63K ﹤0.01%
67
-50
537
$5.61K ﹤0.01%
87
-70
538
$5.58K ﹤0.01%
150
-107
539
$5.57K ﹤0.01%
83
540
$5.5K ﹤0.01%
261
+23
541
$5.48K ﹤0.01%
365
542
$5.34K ﹤0.01%
81
543
$5.33K ﹤0.01%
205
544
$5.33K ﹤0.01%
211
545
$5.28K ﹤0.01%
178
546
$5.21K ﹤0.01%
315
547
$5.19K ﹤0.01%
31
548
$5.13K ﹤0.01%
500
549
$5.09K ﹤0.01%
68
550
$5.08K ﹤0.01%
160
20 21
22
23 24