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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
222
-44
827
$5K ﹤0.01%
38
828
$5K ﹤0.01%
84
829
$5K ﹤0.01%
913
830
$5K ﹤0.01%
223
831
$5K ﹤0.01%
129
832
$5K ﹤0.01%
29
+5
833
$5K ﹤0.01%
205
+71
834
$5K ﹤0.01%
153
835
$5K ﹤0.01%
349
836
$5K ﹤0.01%
+78
837
$5K ﹤0.01%
558
838
$4K ﹤0.01%
204
839
$4K ﹤0.01%
139
840
$4K ﹤0.01%
39
841
$4K ﹤0.01%
63
842
$4K ﹤0.01%
+232
843
$4K ﹤0.01%
55
844
$4K ﹤0.01%
77
845
$4K ﹤0.01%
70
+6
846
$4K ﹤0.01%
96
-685
847
$4K ﹤0.01%
27
848
$4K ﹤0.01%
18
849
$4K ﹤0.01%
34
850
$4K ﹤0.01%
117
32 33
34
35 36