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
626
$2.74K ﹤0.01%
74
627
$2.74K ﹤0.01%
107
628
$2.66K ﹤0.01%
913
629
$2.63K ﹤0.01%
133
630
$2.63K ﹤0.01%
7
631
$2.55K ﹤0.01%
+107
632
$2.45K ﹤0.01%
115
633
$2.26K ﹤0.01%
+20
634
$2.25K ﹤0.01%
205
635
$2.25K ﹤0.01%
284
636
$2.21K ﹤0.01%
46
637
$2.17K ﹤0.01%
127
638
$2.15K ﹤0.01%
+49
639
$1.85K ﹤0.01%
270
640
$1.79K ﹤0.01%
364
641
$1.79K ﹤0.01%
25
642
$1.76K ﹤0.01%
41
643
$1.75K ﹤0.01%
+25
644
$1.75K ﹤0.01%
34
-30
645
$1.55K ﹤0.01%
167
646
$1.52K ﹤0.01%
75
647
$1.49K ﹤0.01%
+60
648
$1.42K ﹤0.01%
224
649
$1.24K ﹤0.01%
70
650
$1.15K ﹤0.01%
150
24 25
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