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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
66
-8
577
$3.95K ﹤0.01%
79
-27
578
$3.91K ﹤0.01%
500
579
$3.89K ﹤0.01%
253
580
$3.89K ﹤0.01%
129
581
$3.89K ﹤0.01%
410
582
$3.88K ﹤0.01%
75
583
$3.87K ﹤0.01%
168
584
$3.87K ﹤0.01%
266
585
$3.81K ﹤0.01%
19
-5
586
$3.75K ﹤0.01%
29
587
$3.62K ﹤0.01%
35
588
$3.57K ﹤0.01%
61
+11
589
$3.56K ﹤0.01%
17
+1
590
$3.56K ﹤0.01%
38
591
$3.49K ﹤0.01%
269
592
$3.48K ﹤0.01%
30
+15
593
$3.41K ﹤0.01%
32
-199
594
$3.4K ﹤0.01%
50
595
$3.38K ﹤0.01%
913
596
$3.37K ﹤0.01%
99
597
$3.35K ﹤0.01%
367
598
$3.34K ﹤0.01%
47
599
$3.26K ﹤0.01%
74
600
$3.25K ﹤0.01%
11
22 23
24
25 26