WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
+3.28%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.09B
AUM Growth
-$2.84M
(-0.26%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-2.1%
Top 10 Holdings %
Top 10 Hldgs %
39.28%
Holding
689
New
29
Increased
112
Reduced
184
Closed
30
Top Buys
| 1 |
Alexandria Real Estate Equities
ARE
|
+$3.54M |
| 2 |
Penumbra
PEN
|
+$2.87M |
| 3 |
Snowflake
SNOW
|
+$1.27M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.06M |
| 5 |
Arm
ARM
|
+$818K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$4.17M |
| 2 |
Globus Medical
GMED
|
+$3.28M |
| 3 |
Palo Alto Networks
PANW
|
+$2.31M |
| 4 |
Apple
AAPL
|
+$2.26M |
| 5 |
Quanta Services
PWR
|
+$1.86M |
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Healthcare | 15.11% |
| 3 | Communication Services | 13.17% |
| 4 | Industrials | 12.04% |
| 5 | Consumer Discretionary | 11.86% |
