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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.14%
6,263
-521
77
$1.46M 0.13%
6,418
-215
78
$1.43M 0.13%
4,245
-311
79
$1.41M 0.13%
7,345
-900
80
$1.38M 0.13%
49,663
-7,163
81
$1.24M 0.11%
9,602
+50
82
$1.23M 0.11%
4,360
+2
83
$1.21M 0.11%
2,305
-236
84
$1.21M 0.11%
9,178
+72
85
$1.18M 0.11%
1,412
-49
86
$1.16M 0.11%
19,504
-250
87
$1.12M 0.1%
4,570
-245
88
$1.12M 0.1%
4,996
89
$1.11M 0.1%
7,042
90
$1.05M 0.1%
2,871
-413
91
$1.03M 0.09%
10,529
-373
92
$1.02M 0.09%
24,804
93
$1.02M 0.09%
8,956
-600
94
$1.01M 0.09%
4,300
-350
95
$1M 0.09%
2,555
-106
96
$967K 0.09%
21,889
97
$935K 0.09%
3,585
98
$933K 0.09%
32,706
-2,600
99
$924K 0.08%
6,380
-4
100
$923K 0.08%
15,198
+13
2 3
4
5 6