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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$872K 0.08%
3,488
-97
102
$822K 0.08%
29,952
-2,754
103
$818K 0.08%
+4,997
104
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6,380
105
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6,992
106
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3,813
-58
107
$737K 0.07%
16,832
-1,095
108
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14,975
109
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6,648
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110
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6,297
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111
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112
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1,210
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114
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6,077
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115
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8,857
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116
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117
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119
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120
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13,377
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121
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17,249
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122
$523K 0.05%
1,028
-150
123
$516K 0.05%
2,619
124
$507K 0.05%
2,561
+11
125
$504K 0.05%
13,050
3 4
5
6 7