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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.55K ﹤0.01%
+29
627
$1.55K ﹤0.01%
127
628
$1.49K ﹤0.01%
9
-18
629
$1.49K ﹤0.01%
32
630
$1.48K ﹤0.01%
913
631
$1.46K ﹤0.01%
35
632
$1.42K ﹤0.01%
107
633
$1.41K ﹤0.01%
49
634
$1.38K ﹤0.01%
745
+173
635
$1.29K ﹤0.01%
15
-107
636
$1.13K ﹤0.01%
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637
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41
638
$1K ﹤0.01%
115
639
$962 ﹤0.01%
161
640
$856 ﹤0.01%
65
641
$545 ﹤0.01%
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642
$417 ﹤0.01%
+20
643
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16
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$103 ﹤0.01%
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$29 ﹤0.01%
5
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$1 ﹤0.01%
1
647
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648
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649
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650
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