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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.45K ﹤0.01%
200
602
$3.45K ﹤0.01%
19
603
$3.39K ﹤0.01%
246
604
$3.33K ﹤0.01%
484
605
$3.29K ﹤0.01%
161
606
$3.29K ﹤0.01%
+169
607
$3.27K ﹤0.01%
52
608
$3.26K ﹤0.01%
46
609
$3.23K ﹤0.01%
+28
610
$3.14K ﹤0.01%
34
611
$3.07K ﹤0.01%
223
612
$2.97K ﹤0.01%
20
613
$2.96K ﹤0.01%
284
614
$2.96K ﹤0.01%
168
615
$2.87K ﹤0.01%
14
616
$2.74K ﹤0.01%
25
617
$2.72K ﹤0.01%
107
618
$2.69K ﹤0.01%
74
619
$2.65K ﹤0.01%
49
620
$2.52K ﹤0.01%
7
621
$2.46K ﹤0.01%
253
622
$2.37K ﹤0.01%
115
623
$2.37K ﹤0.01%
397
624
$2.3K ﹤0.01%
52
-21
625
$2.3K ﹤0.01%
264
23 24
25
26 27