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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.54K ﹤0.01%
37
577
$4.54K ﹤0.01%
41
578
$4.49K ﹤0.01%
111
579
$4.47K ﹤0.01%
47
580
$4.45K ﹤0.01%
350
581
$4.43K ﹤0.01%
60
582
$4.41K ﹤0.01%
125
583
$4.2K ﹤0.01%
167
584
$4.17K ﹤0.01%
149
-90
585
$4.16K ﹤0.01%
35
586
$4.08K ﹤0.01%
294
587
$3.89K ﹤0.01%
208
588
$3.82K ﹤0.01%
168
+11
589
$3.79K ﹤0.01%
15
590
$3.78K ﹤0.01%
96
591
$3.74K ﹤0.01%
200
592
$3.69K ﹤0.01%
266
593
$3.64K ﹤0.01%
410
594
$3.63K ﹤0.01%
25
-11
595
$3.58K ﹤0.01%
50
596
$3.58K ﹤0.01%
444
597
$3.54K ﹤0.01%
1,724
598
$3.49K ﹤0.01%
131
599
$3.46K ﹤0.01%
17
600
$3.46K ﹤0.01%
81
22 23
24
25 26