WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
-3.06%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.13B
AUM Growth
-$69.4M
(-5.8%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
39.26%
Holding
692
New
28
Increased
129
Reduced
189
Closed
34
Top Buys
Top Sells
| 1 |
United Parcel Service
UPS
|
$8.37M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.55M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.96M |
| 4 |
Apple
AAPL
|
$1.68M |
| 5 |
Thermo Fisher Scientific
TMO
|
$856K |
Sector Composition
| 1 | Technology | 19.03% |
| 2 | Healthcare | 13.5% |
| 3 | Communication Services | 11.6% |
| 4 | Industrials | 11.31% |
| 5 | Consumer Discretionary | 11.16% |
