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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.16K ﹤0.01%
+164
552
$5.15K ﹤0.01%
+61
553
$5.09K ﹤0.01%
252
-131
554
$5.04K ﹤0.01%
+243
555
$5.03K ﹤0.01%
135
556
$5.01K ﹤0.01%
282
557
$4.96K ﹤0.01%
3
558
$4.96K ﹤0.01%
42
559
$4.94K ﹤0.01%
37
560
$4.9K ﹤0.01%
66
561
$4.88K ﹤0.01%
281
562
$4.86K ﹤0.01%
22
563
$4.84K ﹤0.01%
328
564
$4.79K ﹤0.01%
44
+1
565
$4.79K ﹤0.01%
35
-9
566
$4.79K ﹤0.01%
168
+54
567
$4.74K ﹤0.01%
112
568
$4.72K ﹤0.01%
29
569
$4.67K ﹤0.01%
119
570
$4.67K ﹤0.01%
24
+8
571
$4.63K ﹤0.01%
74
572
$4.62K ﹤0.01%
254
-282
573
$4.61K ﹤0.01%
61
574
$4.55K ﹤0.01%
83
575
$4.55K ﹤0.01%
57
21 22
23
24 25