WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MHO icon
526
M/I Homes
MHO
$3.39B
$7.06K ﹤0.01%
63
APP icon
527
Applovin
APP
$187B
$7.03K ﹤0.01%
20
-34
ALK icon
528
Alaska Air
ALK
$4.84B
$7.03K ﹤0.01%
142
LNW
529
DELISTED
Light & Wonder
LNW
$6.99K ﹤0.01%
73
+23
SMPL icon
530
Simply Good Foods
SMPL
$1.96B
$6.92K ﹤0.01%
219
DKS icon
531
Dick's Sporting Goods
DKS
$19.6B
$6.91K ﹤0.01%
35
-43
WBA
532
DELISTED
Walgreens Boots Alliance
WBA
$6.89K ﹤0.01%
600
CABO icon
533
Cable One
CABO
$600M
$6.79K ﹤0.01%
50
FERG icon
534
Ferguson
FERG
$48.7B
$6.75K ﹤0.01%
31
-2
NTES icon
535
NetEase
NTES
$89.7B
$6.74K ﹤0.01%
+50
LULU icon
536
lululemon athletica
LULU
$19.9B
$6.65K ﹤0.01%
28
RJF icon
537
Raymond James Financial
RJF
$31.7B
$6.64K ﹤0.01%
43
+6
GRAL
538
GRAIL Inc
GRAL
$3.03B
$6.63K ﹤0.01%
129
OWL icon
539
Blue Owl Capital
OWL
$9.81B
$6.57K ﹤0.01%
342
+37
BAP icon
540
Credicorp
BAP
$20.1B
$6.54K ﹤0.01%
29
BMRN icon
541
BioMarin Pharmaceuticals
BMRN
$10.5B
$6.43K ﹤0.01%
117
-135
LAD icon
542
Lithia Motors
LAD
$7.21B
$6.42K ﹤0.01%
19
LZ icon
543
LegalZoom.com
LZ
$1.76B
$6.25K ﹤0.01%
702
CAE icon
544
CAE Inc
CAE
$8.41B
$6.12K ﹤0.01%
209
-112
ALGT icon
545
Allegiant Air
ALGT
$1.2B
$6.1K ﹤0.01%
111
WBS icon
546
Webster Financial
WBS
$9.06B
$6.06K ﹤0.01%
111
SLAB icon
547
Silicon Laboratories
SLAB
$4.02B
$6.04K ﹤0.01%
41
MRVL icon
548
Marvell Technology
MRVL
$75.9B
$6.04K ﹤0.01%
78
-195
ODD icon
549
ODDITY Tech
ODD
$2.29B
$5.96K ﹤0.01%
79
PTC icon
550
PTC
PTC
$21.1B
$5.95K ﹤0.01%
35
+29