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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.14%
7,245
-100
77
$1.48M 0.14%
20,329
-75
78
$1.43M 0.13%
6,182
-236
79
$1.42M 0.13%
6,207
-56
80
$1.38M 0.13%
19,112
-2,980
81
$1.37M 0.13%
48,856
-807
82
$1.33M 0.12%
8,381
-2,528
83
$1.31M 0.12%
9,673
+71
84
$1.26M 0.12%
2,301
-4
85
$1.22M 0.11%
1,545
+133
86
$1.11M 0.1%
4,200
-100
87
$1.11M 0.1%
7,109
+67
88
$1.11M 0.1%
8,977
-201
89
$1.08M 0.1%
28,727
+28,262
90
$1.08M 0.1%
2,555
91
$1.07M 0.1%
4,188
-172
92
$1.06M 0.1%
24,804
93
$1.05M 0.1%
10,506
-23
94
$1.05M 0.1%
4,652
+82
95
$978K 0.09%
18,279
-1,225
96
$970K 0.09%
16,577
+1,379
97
$956K 0.09%
2,871
98
$935K 0.09%
1,033
+2
99
$897K 0.08%
21,603
-200
100
$880K 0.08%
7,991
-965
2 3
4
5 6