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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$27K ﹤0.01%
240
-60
552
$27K ﹤0.01%
481
-203
553
$27K ﹤0.01%
1,035
-375
554
$27K ﹤0.01%
600
-24
555
$26K ﹤0.01%
418
-418
556
$26K ﹤0.01%
233
-80
557
$26K ﹤0.01%
890
+212
558
$25K ﹤0.01%
623
559
$25K ﹤0.01%
1,200
560
$25K ﹤0.01%
595
-125
561
$25K ﹤0.01%
2,077
562
$25K ﹤0.01%
776
563
$25K ﹤0.01%
1,472
+745
564
$25K ﹤0.01%
211
-45
565
$25K ﹤0.01%
183
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566
$25K ﹤0.01%
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567
$25K ﹤0.01%
108
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568
$24K ﹤0.01%
225
569
$24K ﹤0.01%
279
570
$24K ﹤0.01%
93
571
$24K ﹤0.01%
1,822
-80
572
$24K ﹤0.01%
189
-31
573
$24K ﹤0.01%
63
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574
$24K ﹤0.01%
294
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575
$24K ﹤0.01%
1,436
21 22
23
24 25