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
626
$2.29K ﹤0.01%
117
-152
627
$2.24K ﹤0.01%
112
628
$2.21K ﹤0.01%
127
629
$2.21K ﹤0.01%
46
630
$2.2K ﹤0.01%
107
631
$2.17K ﹤0.01%
205
632
$2.16K ﹤0.01%
133
633
$2.14K ﹤0.01%
224
634
$2K ﹤0.01%
270
635
$1.91K ﹤0.01%
+33
636
$1.67K ﹤0.01%
+37
637
$1.66K ﹤0.01%
34
638
$1.61K ﹤0.01%
41
639
$1.58K ﹤0.01%
32
640
$1.55K ﹤0.01%
49
641
$1.52K ﹤0.01%
913
642
$1.28K ﹤0.01%
367
643
$1.26K ﹤0.01%
102
-194
644
$1.24K ﹤0.01%
17
-36
645
$1.12K ﹤0.01%
59
646
$1.1K ﹤0.01%
150
647
$1.06K ﹤0.01%
167
648
$1.05K ﹤0.01%
16
649
$1.04K ﹤0.01%
195
650
$989 ﹤0.01%
23
24 25
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27 28