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
626
$2.54K ﹤0.01%
45
+21
627
$2.51K ﹤0.01%
204
628
$2.48K ﹤0.01%
270
629
$2.46K ﹤0.01%
+49
630
$2.46K ﹤0.01%
+7
631
$2.41K ﹤0.01%
383
632
$2.33K ﹤0.01%
+26
633
$2.31K ﹤0.01%
103
-41
634
$2.28K ﹤0.01%
+153
635
$2.17K ﹤0.01%
+71
636
$2.08K ﹤0.01%
114
637
$2.07K ﹤0.01%
13
-30
638
$2.07K ﹤0.01%
92
+8
639
$2.06K ﹤0.01%
+64
640
$2.04K ﹤0.01%
+96
641
$2.04K ﹤0.01%
224
642
$2.01K ﹤0.01%
201
+32
643
$1.99K ﹤0.01%
+70
644
$1.98K ﹤0.01%
63
645
$1.91K ﹤0.01%
284
-255
646
$1.86K ﹤0.01%
11
647
$1.75K ﹤0.01%
+102
648
$1.73K ﹤0.01%
167
649
$1.68K ﹤0.01%
28
650
$1.66K ﹤0.01%
38
24 25
26
27 28