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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7.01K ﹤0.01%
304
527
$6.94K ﹤0.01%
63
528
$6.72K ﹤0.01%
200
529
$6.67K ﹤0.01%
72
-8
530
$6.6K ﹤0.01%
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-299
531
$6.58K ﹤0.01%
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532
$6.58K ﹤0.01%
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+3
533
$6.58K ﹤0.01%
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+34
534
$6.57K ﹤0.01%
133
535
$6.54K ﹤0.01%
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536
$6.51K ﹤0.01%
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537
$6.51K ﹤0.01%
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$6.46K ﹤0.01%
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+7
539
$6.44K ﹤0.01%
277
-5
540
$6.44K ﹤0.01%
+37
541
$6.38K ﹤0.01%
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542
$6.26K ﹤0.01%
550
543
$6.21K ﹤0.01%
83
544
$6.16K ﹤0.01%
168
545
$5.85K ﹤0.01%
70
+18
546
$5.8K ﹤0.01%
138
547
$5.7K ﹤0.01%
37
548
$5.63K ﹤0.01%
41
+9
549
$5.63K ﹤0.01%
35
550
$5.6K ﹤0.01%
600
20 21
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