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
126
$478K 0.04%
2,619
127
$475K 0.04%
24,348
-4,740
128
$465K 0.04%
14,546
129
$448K 0.04%
2,550
+517
130
$447K 0.04%
5,070
-4,352
131
$443K 0.04%
3,377
132
$437K 0.04%
10,018
-3,200
133
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7,234
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134
$394K 0.04%
7,274
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135
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136
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137
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138
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724
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139
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140
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141
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142
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144
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1,685
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145
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146
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2,720
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147
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53,432
148
$317K 0.03%
1,819
149
$315K 0.03%
10,083
150
$312K 0.03%
4,964
4 5
6
7 8