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
126
$433K 0.04%
2,260
+335
127
$421K 0.04%
7,631
128
$420K 0.04%
2,274
+112
129
$417K 0.04%
746
+4
130
$414K 0.04%
13,050
131
$410K 0.04%
+4,600
132
$406K 0.04%
5,847
+668
133
$388K 0.04%
3,377
134
$382K 0.04%
1,250
135
$381K 0.04%
14,546
136
$379K 0.04%
1,515
137
$373K 0.04%
3,789
+2,620
138
$366K 0.04%
1,361
139
$363K 0.04%
3,703
140
$344K 0.04%
1,878
141
$342K 0.04%
3,871
142
$338K 0.03%
3,670
143
$334K 0.03%
2,202
-1,726
144
$315K 0.03%
3,182
145
$314K 0.03%
5,601
146
$298K 0.03%
6,723
+246
147
$296K 0.03%
10,083
+6,333
148
$294K 0.03%
12,262
149
$290K 0.03%
3,615
150
$289K 0.03%
1,819
4 5
6
7 8