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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Sells

1 +$5.53M
2 +$2.51M
3 +$1.7M
4
BKNG icon
Booking.com
BKNG
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.58M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SE icon
601
Sea Limited
SE
$75.4B
$5.64K ﹤0.01%
+32
PHM icon
602
Pultegroup
PHM
$24.4B
$5.55K ﹤0.01%
+42
KHC icon
603
Kraft Heinz
KHC
$28.9B
$5.52K ﹤0.01%
212
KVYO icon
604
Klaviyo
KVYO
$9.19B
$5.48K ﹤0.01%
+198
SMPL icon
605
Simply Good Foods
SMPL
$1.89B
$5.44K ﹤0.01%
219
SLAB icon
606
Silicon Laboratories
SLAB
$4.66B
$5.38K ﹤0.01%
41
QRVO icon
607
Qorvo
QRVO
$8.34B
$5.37K ﹤0.01%
59
BBIO icon
608
BridgeBio Pharma
BBIO
$14.4B
$5.3K ﹤0.01%
+102
LBRDK icon
609
Liberty Broadband Class C
LBRDK
$6.81B
$5.27K ﹤0.01%
83
PNFP icon
610
Pinnacle Financial Partners
PNFP
$7.52B
$5.25K ﹤0.01%
56
-27
SCI icon
611
Service Corp International
SCI
$11B
$5.22K ﹤0.01%
63
FLYW icon
612
Flywire
FLYW
$1.63B
$5.13K ﹤0.01%
379
NICE icon
613
Nice
NICE
$6.45B
$5.08K ﹤0.01%
+35
SBAC icon
614
SBA Communications
SBAC
$20.3B
$5.05K ﹤0.01%
26
+5
COIN icon
615
Coinbase
COIN
$73.5B
$5.05K ﹤0.01%
15
VRT icon
616
Vertiv
VRT
$70B
$5.04K ﹤0.01%
33
-567
MNDY icon
617
monday.com
MNDY
$8.32B
$5.04K ﹤0.01%
26
-7
INSP icon
618
Inspire Medical Systems
INSP
$4.13B
$4.97K ﹤0.01%
67
+28
ODD icon
619
ODDITY Tech
ODD
$2.54B
$4.92K ﹤0.01%
79
AVPT icon
620
AvePoint
AVPT
$2.89B
$4.89K ﹤0.01%
326
+42
VOD icon
621
Vodafone
VOD
$29.6B
$4.76K ﹤0.01%
410
INSM icon
622
Insmed
INSM
$42.3B
$4.75K ﹤0.01%
33
-75
ROST icon
623
Ross Stores
ROST
$57.9B
$4.73K ﹤0.01%
31
LYV icon
624
Live Nation Entertainment
LYV
$31.7B
$4.72K ﹤0.01%
29
HRI icon
625
Herc Holdings
HRI
$4.75B
$4.67K ﹤0.01%
40
+18