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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$951 ﹤0.01%
2
-7
652
$936 ﹤0.01%
364
653
$927 ﹤0.01%
75
654
$699 ﹤0.01%
65
655
$484 ﹤0.01%
70
656
$450 ﹤0.01%
60
657
$63 ﹤0.01%
5
658
$43 ﹤0.01%
5
659
$1 ﹤0.01%
1
660
– –
-68
661
– –
-166
662
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-272
663
– –
-3,670
664
– –
-83
665
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-108
666
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-6,500
667
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-268
668
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669
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-12,900
670
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-31
671
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-2,970
672
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-18
673
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-13,500
674
– –
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675
– –
-1,454
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