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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$24K ﹤0.01%
225
577
$24K ﹤0.01%
279
578
$24K ﹤0.01%
93
579
$24K ﹤0.01%
1,822
-80
580
$24K ﹤0.01%
189
-31
581
$23K ﹤0.01%
+394
582
$23K ﹤0.01%
180
-516
583
$23K ﹤0.01%
875
584
$23K ﹤0.01%
390
585
$23K ﹤0.01%
225
+3
586
$23K ﹤0.01%
453
+119
587
$22K ﹤0.01%
320
-23
588
$22K ﹤0.01%
102
-7
589
$22K ﹤0.01%
670
590
$21K ﹤0.01%
259
591
$21K ﹤0.01%
447
-179
592
$21K ﹤0.01%
329
593
$21K ﹤0.01%
82
594
$21K ﹤0.01%
1,000
595
$21K ﹤0.01%
275
-116
596
$21K ﹤0.01%
896
597
$21K ﹤0.01%
707
-56
598
$20K ﹤0.01%
130
599
$20K ﹤0.01%
300
600
$20K ﹤0.01%
128
+86
22 23
24
25 26