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
$1.41B
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
76
$3.1M 0.22%
18,668
-3,200
77
$3.1M 0.22%
16,548
-730
78
$2.88M 0.2%
17,798
-230
79
$2.88M 0.2%
36,211
+115
80
$2.86M 0.2%
9,552
-489
81
$2.79M 0.2%
53,820
-300
82
$2.58M 0.18%
4,373
-105
83
$2.21M 0.16%
39,699
+2,467
84
$2.17M 0.15%
10,718
-565
85
$2.1M 0.15%
42,367
-51
86
$2.01M 0.14%
3,933
-490
87
$1.94M 0.14%
17,895
-5,000
88
$1.89M 0.13%
15,801
-258
89
$1.86M 0.13%
48,478
+73
90
$1.86M 0.13%
4,091
91
$1.71M 0.12%
21,971
+3,933
92
$1.7M 0.12%
9,649
-1,107
93
$1.68M 0.12%
22,866
-240
94
$1.68M 0.12%
16,969
-310
95
$1.67M 0.12%
6,107
-117
96
$1.67M 0.12%
6,849
-119
97
$1.51M 0.11%
33,379
-295
98
$1.49M 0.11%
9,154
+68
99
$1.46M 0.1%
31,533
-26,554
100
$1.45M 0.1%
7,627
+714
2 3
4
5 6