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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.65K ﹤0.01%
51
652
$1.63K ﹤0.01%
32
653
$1.56K ﹤0.01%
205
654
$1.51K ﹤0.01%
+15
655
$1.46K ﹤0.01%
58
+2
656
$1.44K ﹤0.01%
49
657
$1.42K ﹤0.01%
60
658
$1.15K ﹤0.01%
195
659
$1.15K ﹤0.01%
127
660
$1.13K ﹤0.01%
65
661
$1.12K ﹤0.01%
125
662
$1.05K ﹤0.01%
115
663
$1.02K ﹤0.01%
+32
664
$960 ﹤0.01%
70
665
$955 ﹤0.01%
23
666
$649 ﹤0.01%
32
667
$622 ﹤0.01%
179
668
$379 ﹤0.01%
367
669
$180 ﹤0.01%
5
670
$76 ﹤0.01%
5
-5
671
$36 ﹤0.01%
+1
672
$3 ﹤0.01%
5
673
$1 ﹤0.01%
1
674
– –
-139
675
– –
-156
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