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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.56M 0.42%
30,637
-150
52
$4.26M 0.39%
22,325
-74
53
$3.67M 0.34%
59,905
-3,185
54
$3.64M 0.33%
14,011
+246
55
$3.56M 0.33%
14,262
-104
56
$3.41M 0.31%
43,928
+4,975
57
$3.37M 0.31%
66,692
-1,707
58
$3.36M 0.31%
29,533
+424
59
$3.29M 0.3%
20,274
+3
60
$3.22M 0.29%
123,356
-4,900
61
$3.09M 0.28%
16,960
-16
62
$2.85M 0.26%
57,005
-1,848
63
$2.76M 0.25%
7,183
+34
64
$2.63M 0.24%
52,384
-506
65
$2.48M 0.23%
15,877
-30
66
$2.24M 0.21%
8,810
-200
67
$2.11M 0.19%
26,381
68
$2.09M 0.19%
9,144
-920
69
$2.08M 0.19%
6,194
-16
70
$1.78M 0.16%
23,076
-33
71
$1.66M 0.15%
89,582
-6,980
72
$1.63M 0.15%
5,624
-100
73
$1.6M 0.15%
22,092
+1,002
74
$1.53M 0.14%
10,909
+261
75
$1.51M 0.14%
20,404
-418
1 2
3
4 5