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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.25K ﹤0.01%
217
527
$6.21K ﹤0.01%
379
528
$6.09K ﹤0.01%
477
529
$6.04K ﹤0.01%
30
-13
530
$5.96K ﹤0.01%
470
-148
531
$5.95K ﹤0.01%
237
532
$5.89K ﹤0.01%
702
533
$5.89K ﹤0.01%
132
534
$5.86K ﹤0.01%
48
535
$5.71K ﹤0.01%
55
-90
536
$5.71K ﹤0.01%
99
537
$5.59K ﹤0.01%
+306
538
$5.54K ﹤0.01%
44
539
$5.54K ﹤0.01%
250
540
$5.51K ﹤0.01%
100
+45
541
$5.5K ﹤0.01%
308
542
$5.47K ﹤0.01%
19
-3
543
$5.42K ﹤0.01%
500
544
$5.37K ﹤0.01%
228
545
$5.34K ﹤0.01%
78
546
$5.29K ﹤0.01%
111
-147
547
$5.25K ﹤0.01%
190
548
$5.21K ﹤0.01%
63
+38
549
$5.18K ﹤0.01%
38
550
$5.17K ﹤0.01%
72
-16
20 21
22
23 24