WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CPAY icon
551
Corpay
CPAY
$19.8B
$5.92K ﹤0.01%
18
-3
NNN icon
552
NNN REIT
NNN
$7.79B
$5.87K ﹤0.01%
136
STE icon
553
Steris
STE
$25.6B
$5.87K ﹤0.01%
24
FROG icon
554
JFrog
FROG
$7.05B
$5.84K ﹤0.01%
133
LBRT icon
555
Liberty Energy
LBRT
$2.47B
$5.71K ﹤0.01%
497
ATS icon
556
ATS Corp
ATS
$2.6B
$5.67K ﹤0.01%
178
+135
CCL icon
557
Carnival Corp
CCL
$34.3B
$5.62K ﹤0.01%
200
SPSC icon
558
SPS Commerce
SPSC
$3.1B
$5.58K ﹤0.01%
41
AVPT icon
559
AvePoint
AVPT
$2.81B
$5.48K ﹤0.01%
284
KHC icon
560
Kraft Heinz
KHC
$29.5B
$5.47K ﹤0.01%
212
WAL icon
561
Western Alliance Bancorporation
WAL
$8.6B
$5.46K ﹤0.01%
70
EXPE icon
562
Expedia Group
EXPE
$32.8B
$5.39K ﹤0.01%
32
THC icon
563
Tenet Healthcare
THC
$17.3B
$5.37K ﹤0.01%
30
COIN icon
564
Coinbase
COIN
$76.3B
$5.25K ﹤0.01%
15
+1
TLK icon
565
Telkom Indonesia
TLK
$20.4B
$5.15K ﹤0.01%
+304
SCI icon
566
Service Corp International
SCI
$11.2B
$5.11K ﹤0.01%
63
+12
ALKT icon
567
Alkami Technology
ALKT
$2.11B
$5.06K ﹤0.01%
168
INSP icon
568
Inspire Medical Systems
INSP
$2.52B
$5.06K ﹤0.01%
39
LITE icon
569
Lumentum
LITE
$16.1B
$5.04K ﹤0.01%
53
SBAC icon
570
SBA Communications
SBAC
$20.7B
$5K ﹤0.01%
21
+16
ARGX icon
571
argenx
ARGX
$54.9B
$5K ﹤0.01%
9
+1
QRVO icon
572
Qorvo
QRVO
$7.96B
$4.99K ﹤0.01%
59
+22
SHOO icon
573
Steven Madden
SHOO
$2.77B
$4.84K ﹤0.01%
202
+90
GTM
574
ZoomInfo Technologies
GTM
$3.18B
$4.83K ﹤0.01%
477
REZI icon
575
Resideo Technologies
REZI
$4.67B
$4.79K ﹤0.01%
217
+186