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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Sells

1 +$5.53M
2 +$2.51M
3 +$1.7M
4
BKNG icon
Booking.com
BKNG
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.58M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALK icon
551
Alaska Air
ALK
$5.67B
$8.31K ﹤0.01%
167
+25
WING icon
552
Wingstop
WING
$7.46B
$8.3K ﹤0.01%
33
ACGL icon
553
Arch Capital
ACGL
$33.5B
$8.28K ﹤0.01%
91
+9
LAD icon
554
Lithia Motors
LAD
$8.12B
$8.22K ﹤0.01%
26
+7
RIO icon
555
Rio Tinto
RIO
$174B
$8.12K ﹤0.01%
123
VTRS icon
556
Viatris
VTRS
$15.2B
$8.1K ﹤0.01%
818
CFLT icon
557
Confluent
CFLT
$10.8B
$7.96K ﹤0.01%
402
HAE icon
558
Haemonetics
HAE
$3.28B
$7.95K ﹤0.01%
163
+34
BAP icon
559
Credicorp
BAP
$27B
$7.79K ﹤0.01%
29
BOOT icon
560
Boot Barn
BOOT
$5.75B
$7.79K ﹤0.01%
47
-12
WAL icon
561
Western Alliance Bancorporation
WAL
$10B
$7.72K ﹤0.01%
89
+19
FERG icon
562
Ferguson
FERG
$50.5B
$7.68K ﹤0.01%
34
+3
NTES icon
563
NetEase
NTES
$84.1B
$7.61K ﹤0.01%
50
ALC icon
564
Alcon
ALC
$39.8B
$7.6K ﹤0.01%
102
+12
STE icon
565
Steris
STE
$25.6B
$7.58K ﹤0.01%
31
+7
VST icon
566
Vistra
VST
$54.3B
$7.57K ﹤0.01%
39
NCNO icon
567
nCino
NCNO
$2.77B
$7.48K ﹤0.01%
276
INDB icon
568
Independent Bank
INDB
$3.99B
$7.47K ﹤0.01%
+108
LYB icon
569
LyondellBasell Industries
LYB
$16.6B
$7.4K ﹤0.01%
151
GMAB icon
570
Genmab
GMAB
$20.4B
$7.39K ﹤0.01%
241
+45
AWR icon
571
American States Water
AWR
$2.89B
$7.33K ﹤0.01%
100
RAMP icon
572
LiveRamp
RAMP
$1.64B
$7.19K ﹤0.01%
265
-106
FRSH icon
573
Freshworks
FRSH
$3.32B
$7.14K ﹤0.01%
607
DT icon
574
Dynatrace
DT
$12.4B
$7.12K ﹤0.01%
147
+14
QURE icon
575
uniQure
QURE
$1.41B
$7.06K ﹤0.01%
+121