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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$15K ﹤0.01%
3,000
652
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325
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653
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140
654
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118
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$14K ﹤0.01%
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656
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657
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137
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55
660
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156
661
$14K ﹤0.01%
+1,000
662
$14K ﹤0.01%
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663
$14K ﹤0.01%
173
664
$13K ﹤0.01%
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665
$13K ﹤0.01%
147
666
$13K ﹤0.01%
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667
$13K ﹤0.01%
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$13K ﹤0.01%
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131
670
$13K ﹤0.01%
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671
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672
$13K ﹤0.01%
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673
$13K ﹤0.01%
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674
$13K ﹤0.01%
72
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675
$13K ﹤0.01%
+37
25 26
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