WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Sells

1 +$5.19M
2 +$2.16M
3 +$1.7M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNTA
626
Centessa Pharmaceuticals
CNTA
$4.24B
$4.46K ﹤0.01%
184
WGS icon
627
GeneDx Holdings
WGS
$1.67B
$4.42K ﹤0.01%
41
+15
PODD icon
628
Insulet
PODD
$14.7B
$4.4K ﹤0.01%
14
SPSC icon
629
SPS Commerce
SPSC
$2.04B
$4.27K ﹤0.01%
41
MIAX
630
Miami International Holdings
MIAX
$3.46B
$4.27K ﹤0.01%
+106
ALKT icon
631
Alkami Technology
ALKT
$1.62B
$4.17K ﹤0.01%
168
CNI icon
632
Canadian National Railway
CNI
$62B
$3.96K ﹤0.01%
42
BMI icon
633
Badger Meter
BMI
$4.25B
$3.93K ﹤0.01%
+22
RGEN icon
634
Repligen
RGEN
$6.2B
$3.88K ﹤0.01%
+29
ALNY icon
635
Alnylam Pharmaceuticals
ALNY
$42.1B
$3.83K ﹤0.01%
8
-174
GTM
636
ZoomInfo Technologies
GTM
$1.75B
$3.83K ﹤0.01%
351
-126
APGE icon
637
Apogee Therapeutics
APGE
$5.36B
$3.81K ﹤0.01%
96
PEB icon
638
Pebblebrook Hotel Trust
PEB
$1.39B
$3.79K ﹤0.01%
333
+110
FBK icon
639
FB Financial Corp
FBK
$2.65B
$3.79K ﹤0.01%
+68
XPEV icon
640
XPeng
XPEV
$16.2B
$3.51K ﹤0.01%
150
EG icon
641
Everest Group
EG
$12.8B
$3.33K ﹤0.01%
9
AROC icon
642
Archrock
AROC
$6.22B
$3.31K ﹤0.01%
126
+16
SNDX icon
643
Syndax Pharmaceuticals
SNDX
$2.07B
$3.21K ﹤0.01%
209
UMBF icon
644
UMB Financial
UMBF
$8.3B
$3.19K ﹤0.01%
+27
FANG icon
645
Diamondback Energy
FANG
$56.8B
$3.08K ﹤0.01%
21
+17
RVMD icon
646
Revolution Medicines
RVMD
$18.3B
$2.99K ﹤0.01%
+64
LNW
647
DELISTED
Light & Wonder
LNW
$2.98K ﹤0.01%
36
-37
BABA icon
648
Alibaba
BABA
$293B
$2.86K ﹤0.01%
16
-119
CYTK icon
649
Cytokinetics
CYTK
$7.7B
$2.69K ﹤0.01%
49
CPAY icon
650
Corpay
CPAY
$19.4B
$2.64K ﹤0.01%
9
-9