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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$859K 0.09%
4,900
+4,700
102
$844K 0.09%
2,671
-5
103
$829K 0.09%
6,384
104
$815K 0.08%
11,325
+253
105
$778K 0.08%
21,889
-3,877
106
$762K 0.08%
6,790
107
$746K 0.08%
10,022
-1,400
108
$735K 0.08%
18,740
-361
109
$708K 0.07%
22,653
+19,229
110
$673K 0.07%
1,335
+18
111
$653K 0.07%
1,216
-65
112
$653K 0.07%
899
+20
113
$650K 0.07%
53,432
114
$616K 0.06%
1,217
+123
115
$601K 0.06%
1,065
-16
116
$589K 0.06%
14,018
-800
117
$532K 0.05%
9,170
+5
118
$531K 0.05%
11,150
-2,131
119
$515K 0.05%
6,849
-16
120
$514K 0.05%
2,537
+45
121
$501K 0.05%
+2,071
122
$497K 0.05%
3,115
-124
123
$494K 0.05%
29,088
124
$475K 0.05%
4,280
+184
125
$458K 0.05%
14,138
-415
3 4
5
6 7