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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.1%
15,947
+13,884
102
$1.33M 0.09%
5,764
-75
103
$1.27M 0.09%
12,813
+4,405
104
$1.21M 0.09%
12,305
-1,600
105
$1.19M 0.08%
12,711
-6,267
106
$1.15M 0.08%
4,667
-1,017
107
$1.09M 0.08%
19,173
+487
108
$1.08M 0.08%
9,720
-2,130
109
$1.03M 0.07%
12,559
-134
110
$1.02M 0.07%
3,014
+15
111
$996K 0.07%
6,170
112
$964K 0.07%
20,586
-3,771
113
$935K 0.07%
6,276
+3,659
114
$926K 0.07%
17,718
-2,000
115
$891K 0.06%
13,871
116
$853K 0.06%
24,950
-285
117
$852K 0.06%
53,432
-28,000
118
$833K 0.06%
8,283
-88
119
$814K 0.06%
9,552
120
$809K 0.06%
6,173
-2
121
$806K 0.06%
9,517
-1,562
122
$800K 0.06%
15,711
-47
123
$790K 0.06%
3,027
-552
124
$781K 0.06%
2,175
+1,248
125
$754K 0.05%
10,318
-1,978
3 4
5
6 7