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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$923K 0.09%
11,422
-1,462
102
$917K 0.09%
2,057
103
$862K 0.08%
25,766
-1,980
104
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6,790
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105
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19,101
-2,665
106
$757K 0.07%
3,075
107
$736K 0.07%
14,975
108
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53,432
109
$689K 0.07%
879
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110
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14,818
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111
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112
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113
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114
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1,281
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115
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116
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117
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118
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14,553
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119
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120
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2,492
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121
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6,865
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122
$518K 0.05%
29,088
123
$488K 0.05%
4,096
-413
124
$449K 0.04%
2,162
+10
125
$442K 0.04%
1,250
+15
3 4
5
6 7