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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7.13K ﹤0.01%
83
527
$7.1K ﹤0.01%
90
+28
528
$7.07K ﹤0.01%
107
-31
529
$6.97K ﹤0.01%
37
-5
530
$6.96K ﹤0.01%
44
531
$6.95K ﹤0.01%
16
+2
532
$6.8K ﹤0.01%
350
533
$6.76K ﹤0.01%
161
534
$6.75K ﹤0.01%
182
+36
535
$6.64K ﹤0.01%
132
536
$6.54K ﹤0.01%
48
537
$6.51K ﹤0.01%
93
+22
538
$6.42K ﹤0.01%
239
-139
539
$6.38K ﹤0.01%
22
540
$6.38K ﹤0.01%
96
541
$6.33K ﹤0.01%
113
542
$6.25K ﹤0.01%
328
543
$6.21K ﹤0.01%
237
-68
544
$6.06K ﹤0.01%
44
+3
545
$6.03K ﹤0.01%
269
-21
546
$5.95K ﹤0.01%
59
+10
547
$5.93K ﹤0.01%
383
548
$5.89K ﹤0.01%
41
+11
549
$5.77K ﹤0.01%
60
+6
550
$5.75K ﹤0.01%
88
-38
20 21
22
23 24