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
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$913K 0.08%
21,803
-150
102
$911K 0.08%
6,992
+202
103
$880K 0.08%
6,588
-465
104
$824K 0.08%
8,998
-800
105
$821K 0.08%
14,975
-665
106
$802K 0.07%
1,031
-74
107
$749K 0.07%
17,927
-865
108
$725K 0.07%
879
109
$657K 0.06%
6,332
-1,209
110
$655K 0.06%
3,871
-298
111
$637K 0.06%
1,097
-44
112
$614K 0.06%
5,556
+18
113
$613K 0.06%
137,990
-8,090
114
$583K 0.05%
1,178
+68
115
$574K 0.05%
11,122
116
$571K 0.05%
13,617
-154
117
$565K 0.05%
4,384
+4,334
118
$544K 0.05%
742
-9
119
$530K 0.05%
1,759
-179
120
$525K 0.05%
6,847
121
$504K 0.05%
3,703
122
$502K 0.05%
1,878
123
$491K 0.05%
4,600
124
$485K 0.04%
2,529
125
$479K 0.04%
13,050
3 4
5
6 7