WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.24B
1-Year Est. Return
22.58%
This Fund
S&P 500
1 Year Est. Return
+22.58%
AUM
$1.24B
AUM Growth
-$72M
(-5.5%)
Holding
704
Top Buys
| 1 | +$9.96M | |
| 2 | +$4.46M | |
| 3 | +$3.4M | |
| 4 |
Microsoft
MSFT
|
+$1.94M |
| 5 |
Arrowhead Research
ARWR
|
+$1.57M |
Top Sells
| 1 | +$6.14M | |
| 2 | +$4.75M | |
| 3 | +$2.78M | |
| 4 |
Air Products & Chemicals
APD
|
+$1.81M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.81M |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Industrials | 14.14% |
| 3 | Communication Services | 13.82% |
| 4 | Healthcare | 12.65% |
| 5 | Financials | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Qorvo
QRVO
$7.85B
| – | – |
-61
|
|
||
702
Atlassian
TEAM
$17.8B
| – | – |
-69
|
|
||
703
Vanguard FTSE All-World ex-US ETF
VEU
$62.9B
| – | – |
-589
|
|
||
|
SAIL
704
SailPoint Inc
SAIL
$6.55B
| – | – |
-115
|
|