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
$1.03B
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
76
$1.56M 0.15%
6,240
-426
77
$1.47M 0.14%
7,120
-428
78
$1.43M 0.14%
5,754
79
$1.43M 0.14%
21,123
+2,132
80
$1.37M 0.13%
26,848
+495
81
$1.3M 0.13%
4,358
-160
82
$1.29M 0.12%
14,736
-2,025
83
$1.16M 0.11%
7,401
-400
84
$1.15M 0.11%
45,766
+52
85
$1.13M 0.11%
9,774
+15
86
$1.1M 0.11%
4,009
-1,492
87
$1.1M 0.11%
4,800
-11
88
$1.1M 0.11%
8,870
89
$1.08M 0.11%
11,072
-324
90
$1.08M 0.1%
6,191
-2,376
91
$1.08M 0.1%
12,298
+16
92
$1.08M 0.1%
9,552
93
$1.07M 0.1%
26,959
94
$1.06M 0.1%
1,536
+22
95
$1.03M 0.1%
10,598
-800
96
$978K 0.09%
9,500
-1,000
97
$947K 0.09%
6,384
98
$946K 0.09%
10,465
-1,432
99
$940K 0.09%
4,593
100
$930K 0.09%
2,676
2 3
4
5 6