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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.07K ﹤0.01%
321
+31
552
$5.02K ﹤0.01%
217
553
$5.01K ﹤0.01%
208
554
$4.93K ﹤0.01%
148
555
$4.86K ﹤0.01%
33
+15
556
$4.85K ﹤0.01%
200
557
$4.77K ﹤0.01%
+209
558
$4.74K ﹤0.01%
42
559
$4.74K ﹤0.01%
55
560
$4.66K ﹤0.01%
46
-7
561
$4.6K ﹤0.01%
246
562
$4.55K ﹤0.01%
195
+55
563
$4.55K ﹤0.01%
42
564
$4.48K ﹤0.01%
17
+6
565
$4.45K ﹤0.01%
1,724
566
$4.27K ﹤0.01%
41
567
$4.25K ﹤0.01%
72
568
$4.24K ﹤0.01%
328
+105
569
$4.23K ﹤0.01%
139
570
$4.2K ﹤0.01%
42
+9
571
$4.18K ﹤0.01%
91
572
$4.15K ﹤0.01%
54
573
$4.13K ﹤0.01%
35
+4
574
$4.06K ﹤0.01%
78
575
$4.04K ﹤0.01%
116
-89
21 22
23
24 25