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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.93M 0.41%
20,749
-757
52
$4.84M 0.41%
22,038
-308
53
$4.46M 0.37%
56,758
+4,040
54
$3.91M 0.33%
13,346
+208
55
$3.78M 0.32%
13,054
-257
56
$3.63M 0.3%
28,583
-1,833
57
$3.53M 0.3%
18,857
-1,061
58
$3.4M 0.28%
+5
59
$3.37M 0.28%
54,188
-2,373
60
$3.28M 0.27%
29,020
+133
61
$3.23M 0.27%
54,530
-475
62
$3.16M 0.26%
18,840
-1,135
63
$3.05M 0.26%
17,167
+170
64
$3.03M 0.25%
36,674
+49
65
$2.77M 0.23%
7,133
+75
66
$2.74M 0.23%
57,269
+340
67
$2.73M 0.23%
105,566
-5,850
68
$2.49M 0.21%
10,377
+568
69
$2.43M 0.2%
15,028
+33
70
$2.28M 0.19%
4,388
+3,102
71
$2.28M 0.19%
45,418
-7,974
72
$2.01M 0.17%
7,245
73
$1.95M 0.16%
7,899
74
$1.93M 0.16%
26,903
+7,188
75
$1.84M 0.15%
6,211
+29
1 2
3
4 5