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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.75K ﹤0.01%
38
552
$5.73K ﹤0.01%
217
553
$5.72K ﹤0.01%
211
554
$5.69K ﹤0.01%
228
555
$5.62K ﹤0.01%
272
+32
556
$5.6K ﹤0.01%
166
+30
557
$5.53K ﹤0.01%
42
558
$5.53K ﹤0.01%
500
559
$5.5K ﹤0.01%
281
560
$5.49K ﹤0.01%
81
561
$5.46K ﹤0.01%
264
-68
562
$5.43K ﹤0.01%
308
563
$5.4K ﹤0.01%
78
564
$5.32K ﹤0.01%
282
+13
565
$5.27K ﹤0.01%
36
-6
566
$5.23K ﹤0.01%
+190
567
$5.22K ﹤0.01%
57
568
$5.22K ﹤0.01%
135
-54
569
$5.17K ﹤0.01%
119
570
$5.16K ﹤0.01%
66
571
$5.15K ﹤0.01%
99
572
$5K ﹤0.01%
167
573
$4.97K ﹤0.01%
22
+8
574
$4.96K ﹤0.01%
29
575
$4.77K ﹤0.01%
111
21 22
23
24 25