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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.77K ﹤0.01%
58
-10
577
$4.76K ﹤0.01%
37
578
$4.76K ﹤0.01%
266
579
$4.75K ﹤0.01%
83
-30
580
$4.74K ﹤0.01%
112
-48
581
$4.72K ﹤0.01%
37
+7
582
$4.64K ﹤0.01%
157
-76
583
$4.63K ﹤0.01%
208
584
$4.62K ﹤0.01%
294
+90
585
$4.57K ﹤0.01%
+3
586
$4.51K ﹤0.01%
15
587
$4.51K ﹤0.01%
53
+7
588
$4.4K ﹤0.01%
484
589
$4.37K ﹤0.01%
97
+37
590
$4.32K ﹤0.01%
47
591
$4.31K ﹤0.01%
168
592
$4.29K ﹤0.01%
74
593
$4.28K ﹤0.01%
1,724
594
$4.17K ﹤0.01%
61
595
$4.06K ﹤0.01%
246
596
$3.99K ﹤0.01%
200
597
$3.91K ﹤0.01%
99
598
$3.74K ﹤0.01%
296
+54
599
$3.73K ﹤0.01%
17
600
$3.73K ﹤0.01%
35
22 23
24
25 26