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
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$2.55M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KEYS icon
601
Keysight
KEYS
$28.9B
$2.56K ﹤0.01%
17
-18
CMRC
602
Commerce.com Inc Series 1
CMRC
$400M
$2.56K ﹤0.01%
444
NYC
603
American Strategic Investment Co
NYC
$25.7M
$2.51K ﹤0.01%
224
SIRI icon
604
SiriusXM
SIRI
$7.18B
$2.39K ﹤0.01%
106
-209
COIN icon
605
Coinbase
COIN
$82.9B
$2.35K ﹤0.01%
14
+4
PCVX icon
606
Vaxcyte
PCVX
$5.5B
$2.3K ﹤0.01%
61
WGS icon
607
GeneDx Holdings
WGS
$3.5B
$2.3K ﹤0.01%
+26
PEB icon
608
Pebblebrook Hotel Trust
PEB
$1.27B
$2.26K ﹤0.01%
223
AVTR icon
609
Avantor
AVTR
$10.6B
$2.22K ﹤0.01%
137
-271
TECH icon
610
Bio-Techne
TECH
$9.88B
$2.11K ﹤0.01%
36
-30
JANX icon
611
Janux Therapeutics
JANX
$1.61B
$2.11K ﹤0.01%
78
+49
TDW icon
612
Tidewater
TDW
$2.34B
$1.99K ﹤0.01%
47
CYTK icon
613
Cytokinetics
CYTK
$6.88B
$1.97K ﹤0.01%
49
GLSI icon
614
Greenwich LifeSciences
GLSI
$125M
$1.91K ﹤0.01%
200
KMTS
615
Kestra Medical Technologies
KMTS
$1.36B
$1.79K ﹤0.01%
+72
BSY icon
616
Bentley Systems
BSY
$15.9B
$1.47K ﹤0.01%
37
+3
EYPT icon
617
EyePoint Pharmaceuticals
EYPT
$954M
$1.43K ﹤0.01%
264
DYN icon
618
Dyne Therapeutics
DYN
$2.35B
$1.31K ﹤0.01%
125
AEO icon
619
American Eagle Outfitters
AEO
$2.8B
$1.3K ﹤0.01%
112
NRDY icon
620
Nerdy
NRDY
$142M
$1.3K ﹤0.01%
913
STX icon
621
Seagate
STX
$48.2B
$1.27K ﹤0.01%
15
TWST icon
622
Twist Bioscience
TWST
$1.92B
$1.26K ﹤0.01%
32
NBIS
623
Nebius Group N.V.
NBIS
$26.7B
$1.25K ﹤0.01%
59
CGON icon
624
CG Oncology
CGON
$3.28B
$1.2K ﹤0.01%
49
RPAY icon
625
Repay Holdings
RPAY
$385M
$1.14K ﹤0.01%
205