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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.56K ﹤0.01%
136
+26
552
$5.52K ﹤0.01%
30
+12
553
$5.49K ﹤0.01%
281
554
$5.49K ﹤0.01%
84
555
$5.48K ﹤0.01%
77
-22
556
$5.39K ﹤0.01%
18
-1
557
$5.36K ﹤0.01%
29
558
$5.36K ﹤0.01%
15
559
$5.33K ﹤0.01%
175
560
$5.32K ﹤0.01%
47
-76
561
$5.27K ﹤0.01%
702
562
$5.23K ﹤0.01%
38
563
$5.23K ﹤0.01%
28
+9
564
$5.1K ﹤0.01%
132
565
$5.09K ﹤0.01%
41
566
$5.02K ﹤0.01%
24
+2
567
$5.01K ﹤0.01%
477
568
$4.99K ﹤0.01%
61
569
$4.98K ﹤0.01%
200
570
$4.97K ﹤0.01%
60
-30
571
$4.93K ﹤0.01%
328
572
$4.92K ﹤0.01%
24
+5
573
$4.89K ﹤0.01%
135
574
$4.89K ﹤0.01%
484
575
$4.84K ﹤0.01%
294
21 22
23
24 25