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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMN icon
576
Eastman Chemical
EMN
$7.15B
$4.76K ﹤0.01%
64
+12
PODD icon
577
Insulet
PODD
$23.4B
$4.48K ﹤0.01%
+14
FLYW icon
578
Flywire
FLYW
$1.69B
$4.43K ﹤0.01%
379
INTA icon
579
Intapp
INTA
$3.46B
$4.39K ﹤0.01%
85
VOD icon
580
Vodafone
VOD
$29.6B
$4.37K ﹤0.01%
410
CNI icon
581
Canadian National Railway
CNI
$59.5B
$4.37K ﹤0.01%
42
LYV icon
582
Live Nation Entertainment
LYV
$31.8B
$4.37K ﹤0.01%
29
TPH icon
583
Tri Pointe Homes
TPH
$2.73B
$4.31K ﹤0.01%
135
APGE icon
584
Apogee Therapeutics
APGE
$4.3B
$4.17K ﹤0.01%
96
GMAB icon
585
Genmab
GMAB
$18.6B
$4.05K ﹤0.01%
196
ROST icon
586
Ross Stores
ROST
$52.6B
$3.92K ﹤0.01%
31
+3
INR
587
Infinity Natural Resources
INR
$211M
$3.55K ﹤0.01%
194
NBIS
588
Nebius Group N.V.
NBIS
$22.3B
$3.26K ﹤0.01%
59
EG icon
589
Everest Group
EG
$13.7B
$3.23K ﹤0.01%
9
PTLO icon
590
Portillo's
PTLO
$342M
$2.95K ﹤0.01%
253
FITB icon
591
Fifth Third Bancorp
FITB
$28.1B
$2.95K ﹤0.01%
72
+4
NYC
592
American Strategic Investment Co
NYC
$20.6M
$2.94K ﹤0.01%
224
HRI icon
593
Herc Holdings
HRI
$4.42B
$2.9K ﹤0.01%
22
RARE icon
594
Ultragenyx Pharmaceutical
RARE
$3.17B
$2.89K ﹤0.01%
79
+71
AROC icon
595
Archrock
AROC
$4.12B
$2.73K ﹤0.01%
110
XPEV icon
596
XPeng
XPEV
$25.1B
$2.68K ﹤0.01%
150
CBLL
597
CeriBell Inc
CBLL
$463M
$2.64K ﹤0.01%
141
MAT icon
598
Mattel
MAT
$6.08B
$2.62K ﹤0.01%
133
EYPT icon
599
EyePoint Pharmaceuticals
EYPT
$953M
$2.48K ﹤0.01%
264
BHVN icon
600
Biohaven
BHVN
$855M
$2.47K ﹤0.01%
175