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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SIRI icon
601
SiriusXM
SIRI
$7.27B
$2.44K ﹤0.01%
106
CNTA
602
Centessa Pharmaceuticals
CNTA
$3.49B
$2.42K ﹤0.01%
184
WGS icon
603
GeneDx Holdings
WGS
$3.77B
$2.4K ﹤0.01%
26
AVTR icon
604
Avantor
AVTR
$7.98B
$2.23K ﹤0.01%
166
+29
PEB icon
605
Pebblebrook Hotel Trust
PEB
$1.26B
$2.23K ﹤0.01%
223
DAWN icon
606
Day One Biopharmaceuticals
DAWN
$909M
$2.22K ﹤0.01%
342
CMRC
607
Commerce.com Inc Series 1
CMRC
$414M
$2.22K ﹤0.01%
444
SAIL
608
SailPoint Inc
SAIL
$10.7B
$2.17K ﹤0.01%
+95
TDW icon
609
Tidewater
TDW
$2.85B
$2.17K ﹤0.01%
47
NEO icon
610
NeoGenomics
NEO
$1.3B
$2.15K ﹤0.01%
294
BSY icon
611
Bentley Systems
BSY
$13.1B
$2.02K ﹤0.01%
37
PCVX icon
612
Vaxcyte
PCVX
$5.96B
$1.98K ﹤0.01%
61
SNDX icon
613
Syndax Pharmaceuticals
SNDX
$1.45B
$1.96K ﹤0.01%
209
RYAAY icon
614
Ryanair
RYAAY
$34.1B
$1.9K ﹤0.01%
+33
GLSI icon
615
Greenwich LifeSciences
GLSI
$114M
$1.81K ﹤0.01%
200
JANX icon
616
Janux Therapeutics
JANX
$1.65B
$1.8K ﹤0.01%
78
CYTK icon
617
Cytokinetics
CYTK
$8.01B
$1.62K ﹤0.01%
49
NRDY icon
618
Nerdy
NRDY
$109M
$1.49K ﹤0.01%
913
TTAM
619
Titan America SA
TTAM
$2.91B
$1.49K ﹤0.01%
+119
CGON icon
620
CG Oncology
CGON
$2.88B
$1.27K ﹤0.01%
49
KMTS
621
Kestra Medical Technologies
KMTS
$1.28B
$1.19K ﹤0.01%
72
DYN icon
622
Dyne Therapeutics
DYN
$2.69B
$1.19K ﹤0.01%
125
TWST icon
623
Twist Bioscience
TWST
$1.8B
$1.18K ﹤0.01%
32
RPAY icon
624
Repay Holdings
RPAY
$286M
$988 ﹤0.01%
205
MRNA icon
625
Moderna
MRNA
$9.75B
$966 ﹤0.01%
35