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
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.72K ﹤0.01%
17
602
$3.65K ﹤0.01%
+131
603
$3.65K ﹤0.01%
410
604
$3.6K ﹤0.01%
+16
605
$3.59K ﹤0.01%
+19
606
$3.59K ﹤0.01%
253
607
$3.55K ﹤0.01%
73
+24
608
$3.55K ﹤0.01%
125
609
$3.55K ﹤0.01%
34
610
$3.52K ﹤0.01%
50
611
$3.47K ﹤0.01%
+81
612
$3.45K ﹤0.01%
9
613
$3.44K ﹤0.01%
223
614
$3.44K ﹤0.01%
49
615
$3.4K ﹤0.01%
46
616
$3.34K ﹤0.01%
52
617
$3.33K ﹤0.01%
+17
618
$3.27K ﹤0.01%
200
619
$3.23K ﹤0.01%
397
620
$3.13K ﹤0.01%
18
621
$3.06K ﹤0.01%
444
622
$2.93K ﹤0.01%
+55
623
$2.89K ﹤0.01%
112
624
$2.84K ﹤0.01%
+14
625
$2.8K ﹤0.01%
114
23 24
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