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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.53M 0.46%
94,154
52
$4.44M 0.46%
243,177
+75,110
53
$4.26M 0.44%
57,748
-3,085
54
$3.96M 0.41%
207,318
-4,808
55
$3.74M 0.38%
147,952
-1,120
56
$3.59M 0.37%
64,203
-600
57
$3.46M 0.35%
14,366
58
$3.14M 0.32%
22,399
-60
59
$3.14M 0.32%
58,402
-1,200
60
$3.1M 0.32%
23,244
-1,308
61
$2.97M 0.3%
20,357
-25
62
$2.92M 0.3%
13,767
-423
63
$2.82M 0.29%
29,109
-48
64
$2.7M 0.28%
82,061
-2,120
65
$2.58M 0.26%
59,011
-2,562
66
$2.5M 0.26%
16,773
+18
67
$2.19M 0.22%
7,235
+84
68
$2.1M 0.22%
16,047
-800
69
$2.01M 0.21%
29,155
+2,774
70
$1.93M 0.2%
10,184
-215
71
$1.88M 0.19%
25,061
-245
72
$1.88M 0.19%
9,054
-300
73
$1.87M 0.19%
56,228
+4,362
74
$1.57M 0.16%
22,511
-1,139
75
$1.53M 0.16%
6,210
-30
1 2
3
4 5