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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.35%
30,569
-68
52
$3.77M 0.35%
20,965
+15,969
53
$3.69M 0.34%
20,468
-1,762
54
$3.59M 0.33%
13,414
-597
55
$3.58M 0.33%
56,265
-3,640
56
$3.37M 0.31%
43,668
-260
57
$3.34M 0.31%
20,274
58
$3.17M 0.29%
13,262
-1,000
59
$3.09M 0.28%
118,856
-4,500
60
$3.03M 0.28%
29,150
-383
61
$2.89M 0.27%
57,692
-9,000
62
$2.8M 0.26%
16,324
-636
63
$2.72M 0.25%
55,137
+2,753
64
$2.66M 0.24%
38,805
-47,830
65
$2.61M 0.24%
55,005
-2,000
66
$2.47M 0.23%
7,183
67
$2.26M 0.21%
15,022
-855
68
$2.07M 0.19%
26,381
69
$2.02M 0.19%
9,275
+131
70
$1.93M 0.18%
6,160
-34
71
$1.84M 0.17%
23,750
+674
72
$1.75M 0.16%
7,948
-862
73
$1.72M 0.16%
4,715
+470
74
$1.69M 0.16%
5,624
75
$1.52M 0.14%
69,157
-20,425
1 2
3
4 5