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
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$2.55M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INR
576
Infinity Natural Resources
INR
$183M
$3.64K ﹤0.01%
+194
FLYW icon
577
Flywire
FLYW
$1.63B
$3.6K ﹤0.01%
379
APGE icon
578
Apogee Therapeutics
APGE
$3.64B
$3.59K ﹤0.01%
96
ROST icon
579
Ross Stores
ROST
$50.9B
$3.52K ﹤0.01%
28
+3
EG icon
580
Everest Group
EG
$14.6B
$3.45K ﹤0.01%
9
+1
ODD icon
581
ODDITY Tech
ODD
$2.91B
$3.42K ﹤0.01%
79
MCHP icon
582
Microchip Technology
MCHP
$35.1B
$3.35K ﹤0.01%
+69
LITE icon
583
Lumentum
LITE
$11.9B
$3.3K ﹤0.01%
+53
GRAL
584
GRAIL Inc
GRAL
$2.98B
$3.29K ﹤0.01%
129
-101
XPEV icon
585
XPeng
XPEV
$20.5B
$3.11K ﹤0.01%
150
PTLO icon
586
Portillo's
PTLO
$414M
$3.01K ﹤0.01%
253
SHOO icon
587
Steven Madden
SHOO
$2.59B
$2.98K ﹤0.01%
112
HRI icon
588
Herc Holdings
HRI
$4.3B
$2.95K ﹤0.01%
22
-19
AROC icon
589
Archrock
AROC
$4.33B
$2.89K ﹤0.01%
110
FANG icon
590
Diamondback Energy
FANG
$42.6B
$2.88K ﹤0.01%
18
+2
NEO icon
591
NeoGenomics
NEO
$1.35B
$2.79K ﹤0.01%
294
DAWN icon
592
Day One Biopharmaceuticals
DAWN
$769M
$2.71K ﹤0.01%
342
CBLL
593
CeriBell Inc
CBLL
$491M
$2.71K ﹤0.01%
+141
VIAV icon
594
Viavi Solutions
VIAV
$3B
$2.71K ﹤0.01%
242
-242
FITB icon
595
Fifth Third Bancorp
FITB
$27.8B
$2.68K ﹤0.01%
68
+6
QRVO icon
596
Qorvo
QRVO
$8.66B
$2.65K ﹤0.01%
+37
CNTA
597
Centessa Pharmaceuticals
CNTA
$3.24B
$2.65K ﹤0.01%
+184
MAT icon
598
Mattel
MAT
$6.18B
$2.58K ﹤0.01%
133
VRT icon
599
Vertiv
VRT
$70B
$2.57K ﹤0.01%
36
-11
SNDX icon
600
Syndax Pharmaceuticals
SNDX
$1.26B
$2.57K ﹤0.01%
209
+102