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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.24K ﹤0.01%
17
+3
602
$3.22K ﹤0.01%
+7
603
$3.18K ﹤0.01%
+125
604
$3.16K ﹤0.01%
78
605
$3.15K ﹤0.01%
319
+118
606
$3.13K ﹤0.01%
14
+3
607
$3.03K ﹤0.01%
223
608
$3.02K ﹤0.01%
182
-207
609
$3.02K ﹤0.01%
246
610
$3.01K ﹤0.01%
46
611
$2.98K ﹤0.01%
15
-8
612
$2.96K ﹤0.01%
26
613
$2.93K ﹤0.01%
133
614
$2.82K ﹤0.01%
+31
615
$2.8K ﹤0.01%
244
616
$2.8K ﹤0.01%
64
617
$2.75K ﹤0.01%
36
618
$2.75K ﹤0.01%
150
619
$2.74K ﹤0.01%
200
620
$2.68K ﹤0.01%
71
621
$2.66K ﹤0.01%
175
622
$2.66K ﹤0.01%
107
623
$2.65K ﹤0.01%
332
624
$2.64K ﹤0.01%
397
625
$2.62K ﹤0.01%
46
23 24
25
26 27