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
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$2.55M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RJF icon
551
Raymond James Financial
RJF
$32.4B
$5.1K ﹤0.01%
37
INTA icon
552
Intapp
INTA
$3.26B
$4.96K ﹤0.01%
85
+29
ZTO icon
553
ZTO Express
ZTO
$15.3B
$4.82K ﹤0.01%
243
ARGX icon
554
argenx
ARGX
$50.3B
$4.82K ﹤0.01%
8
GTM
555
ZoomInfo Technologies
GTM
$3.55B
$4.77K ﹤0.01%
477
SLAB icon
556
Silicon Laboratories
SLAB
$4.43B
$4.62K ﹤0.01%
41
EMN icon
557
Eastman Chemical
EMN
$7.2B
$4.61K ﹤0.01%
52
-20
EQH icon
558
Equitable Holdings
EQH
$14.6B
$4.52K ﹤0.01%
+87
VST icon
559
Vistra
VST
$68.3B
$4.5K ﹤0.01%
38
-3
ALKT icon
560
Alkami Technology
ALKT
$2.48B
$4.41K ﹤0.01%
168
IDXX icon
561
Idexx Laboratories
IDXX
$51.3B
$4.38K ﹤0.01%
+10
TPH icon
562
Tri Pointe Homes
TPH
$2.9B
$4.31K ﹤0.01%
135
LNW icon
563
Light & Wonder
LNW
$6.37B
$4.31K ﹤0.01%
+50
FROG icon
564
JFrog
FROG
$5.82B
$4.26K ﹤0.01%
+133
BHVN icon
565
Biohaven
BHVN
$1.76B
$4.21K ﹤0.01%
175
AVPT icon
566
AvePoint
AVPT
$3.16B
$4.1K ﹤0.01%
284
THC icon
567
Tenet Healthcare
THC
$18.6B
$4.1K ﹤0.01%
+30
CNI icon
568
Canadian National Railway
CNI
$59.5B
$4.09K ﹤0.01%
42
SCI icon
569
Service Corp International
SCI
$11.5B
$4.06K ﹤0.01%
51
+5
LOAR icon
570
Loar Holdings
LOAR
$7.65B
$3.96K ﹤0.01%
56
CCL icon
571
Carnival Corp
CCL
$38.6B
$3.91K ﹤0.01%
200
VOD icon
572
Vodafone
VOD
$28.1B
$3.84K ﹤0.01%
410
GMAB icon
573
Genmab
GMAB
$18.4B
$3.84K ﹤0.01%
196
+176
SPLV icon
574
Invesco S&P 500 Low Volatility ETF
SPLV
$7.79B
$3.81K ﹤0.01%
51
+6
LYV icon
575
Live Nation Entertainment
LYV
$35.5B
$3.77K ﹤0.01%
29
-5