WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
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
751
– –
-17
752
– –
-130
753
– –
-46
754
– –
-45
755
– –
-17
756
– –
-126
757
– –
-26
758
– –
-204
759
– –
-707
760
– –
-128
761
– –
-60
762
– –
-657
763
– –
-1,122
764
– –
-18
765
– –
-46
766
– –
-965
767
– –
-15
768
– –
-550
769
– –
-666
770
– –
-115
771
– –
-78
772
– –
-91
773
– –
-21
774
– –
-84
775
– –
-19
28 29 30
31
32