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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.03%
15,750
+8,535
152
$278K 0.03%
14,211
153
$269K 0.03%
4,125
154
$269K 0.03%
6,477
-4,345
155
$264K 0.03%
5,040
156
$258K 0.03%
1,172
+959
157
$257K 0.02%
4,475
-985
158
$255K 0.02%
4,866
-200
159
$254K 0.02%
2,133
-391
160
$253K 0.02%
648
+51
161
$246K 0.02%
1,486
162
$246K 0.02%
7,333
-91
163
$245K 0.02%
5,087
164
$245K 0.02%
2,907
-497
165
$243K 0.02%
6,201
166
$236K 0.02%
10,866
+100
167
$234K 0.02%
725
168
$231K 0.02%
1,600
-200
169
$230K 0.02%
1,658
+9
170
$228K 0.02%
1,521
+16
171
$226K 0.02%
1,630
-282
172
$226K 0.02%
4,341
-364
173
$225K 0.02%
591
+370
174
$223K 0.02%
6,468
175
$223K 0.02%
7,605
-1,013
5 6
7
8 9