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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.46%
94,154
-3,035
52
$4.72M 0.46%
90,183
+99
53
$4.67M 0.45%
32,123
-837
54
$4.57M 0.44%
60,833
-1,150
55
$4.48M 0.43%
24,552
+22
56
$3.91M 0.38%
149,072
-7,240
57
$3.9M 0.38%
64,803
-46
58
$3.18M 0.31%
29,157
59
$3.16M 0.31%
14,366
60
$3.13M 0.3%
14,190
-411
61
$3.09M 0.3%
20,382
-191
62
$3.08M 0.3%
59,602
-656
63
$3.01M 0.29%
22,459
+87
64
$2.84M 0.28%
61,573
+2,733
65
$2.83M 0.27%
+84,181
66
$2.33M 0.23%
16,847
-51
67
$2.26M 0.22%
16,755
-397
68
$2.22M 0.22%
7,151
+32
69
$2.11M 0.2%
9,354
-312
70
$2.07M 0.2%
10,399
-113
71
$1.91M 0.19%
25,306
-4,191
72
$1.91M 0.19%
26,381
-920
73
$1.9M 0.18%
51,866
-2,506
74
$1.84M 0.18%
185,128
-281
75
$1.72M 0.17%
23,650
+2,422
1 2
3
4 5