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
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.1K ﹤0.01%
32
652
$1.02K ﹤0.01%
367
653
$999 ﹤0.01%
23
654
$972 ﹤0.01%
195
655
$969 ﹤0.01%
65
656
$958 ﹤0.01%
16
+2
657
$148 ﹤0.01%
5
658
$67 ﹤0.01%
5
659
$1 ﹤0.01%
1
660
– –
-11
661
– –
-76,854
662
– –
-300
663
– –
-353
664
– –
-178
665
– –
-280
666
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-282
667
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-80
668
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-20
669
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-443
670
– –
-64
671
– –
-3,000
672
– –
-2,000
673
– –
-51
674
– –
-179
675
– –
-75
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