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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.58M 0.54%
22,309
+1,004
52
$7.14M 0.51%
427,818
+189,279
53
$6.64M 0.47%
32,672
-415
54
$6.36M 0.45%
36,003
+4,767
55
$6.23M 0.44%
205,198
+53,110
56
$6.12M 0.43%
323,759
-25,251
57
$6M 0.43%
19,877
+870
58
$5.93M 0.42%
217,270
+40
59
$5.85M 0.42%
22,469
+382
60
$5.61M 0.4%
25,172
+1,439
61
$5.5M 0.39%
24,167
-801
62
$5.28M 0.37%
197,316
+9,002
63
$5.23M 0.37%
108,948
-10,267
64
$5.09M 0.36%
33,346
-661
65
$5.07M 0.36%
37,187
-10,423
66
$4.62M 0.33%
93,129
+1,878
67
$4.6M 0.33%
74,175
-1,210
68
$4.1M 0.29%
49,704
-877
69
$4.1M 0.29%
59,016
+1,099
70
$3.94M 0.28%
30,330
+8,511
71
$3.8M 0.27%
35,449
+24,878
72
$3.63M 0.26%
65,075
-6,195
73
$3.61M 0.26%
15,862
-1,024
74
$3.52M 0.25%
29,776
-432
75
$3.48M 0.25%
12,545
+2,766
1 2
3
4 5