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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.14%
22,660
-3,700
77
$1.71M 0.14%
4,254
-425
78
$1.69M 0.14%
80,240
-47,958
79
$1.68M 0.14%
5,048
+298
80
$1.67M 0.14%
1,628
-13
81
$1.67M 0.14%
21,361
-2,180
82
$1.65M 0.14%
6,520
-3
83
$1.57M 0.13%
17,409
-870
84
$1.54M 0.13%
5,466
-158
85
$1.48M 0.12%
4,200
86
$1.41M 0.12%
3,503
+1,412
87
$1.4M 0.12%
8,364
-119
88
$1.38M 0.12%
2,348
+47
89
$1.29M 0.11%
6,158
-8
90
$1.28M 0.11%
48,144
-1,072
91
$1.24M 0.1%
21,558
92
$1.22M 0.1%
17,415
-2,914
93
$1.21M 0.1%
4,188
94
$1.21M 0.1%
2,555
95
$1.19M 0.1%
10,270
-210
96
$1.16M 0.1%
28,727
97
$1.07M 0.09%
4,700
+32
98
$1.04M 0.09%
16,755
+162
99
$1.03M 0.09%
24,647
-162
100
$1.03M 0.09%
7,109
-4
2 3
4
5 6