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
126
$488K 0.04%
6,368
-479
127
$486K 0.04%
1,195
+920
128
$478K 0.04%
3,703
129
$469K 0.04%
14,546
130
$468K 0.04%
24,348
131
$455K 0.04%
1,878
132
$443K 0.04%
4,600
133
$439K 0.04%
3,455
+78
134
$415K 0.04%
6,984
-250
135
$406K 0.04%
2,226
-303
136
$405K 0.04%
1,895
+189
137
$399K 0.04%
5,070
138
$393K 0.04%
2,019
+200
139
$391K 0.04%
+2,278
140
$377K 0.03%
1,208
+9
141
$376K 0.03%
1,464
-295
142
$352K 0.03%
5,579
143
$347K 0.03%
1,692
+7
144
$346K 0.03%
3,182
145
$344K 0.03%
13,210
146
$341K 0.03%
53,432
147
$336K 0.03%
605
-119
148
$331K 0.03%
2,400
-75
149
$329K 0.03%
7,218
-2,800
150
$328K 0.03%
725
4 5
6
7 8