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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.16%
5,724
-30
77
$1.38M 0.14%
7,103
-17
78
$1.35M 0.14%
21,042
-81
79
$1.25M 0.13%
7,401
80
$1.22M 0.13%
4,584
+575
81
$1.15M 0.12%
8,370
-500
82
$1.15M 0.12%
13,673
-1,063
83
$1.15M 0.12%
4,358
84
$1.11M 0.11%
26,453
-395
85
$1.09M 0.11%
2,545
+488
86
$1.01M 0.1%
4,737
-63
87
$1.01M 0.1%
26,604
-355
88
$1.01M 0.1%
6,756
+565
89
$1.01M 0.1%
9,789
+15
90
$981K 0.1%
10,598
91
$976K 0.1%
10,107
-358
92
$966K 0.1%
10,944
-1,354
93
$964K 0.1%
1,491
-45
94
$963K 0.1%
9,500
95
$942K 0.1%
4,626
+33
96
$888K 0.09%
36,632
-9,134
97
$882K 0.09%
3,232
+157
98
$873K 0.09%
14,975
99
$870K 0.09%
9,552
100
$868K 0.09%
176,768
-8,360
2 3
4
5 6