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
151
$288K 0.03%
7,050
+2,300
152
$281K 0.03%
710
-7
153
$279K 0.03%
4,125
154
$276K 0.03%
5,936
155
$274K 0.03%
18,254
-868
156
$266K 0.03%
1,486
157
$264K 0.03%
15,750
158
$258K 0.03%
7,505
-100
159
$252K 0.03%
3,217
-348
160
$251K 0.03%
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161
$244K 0.03%
1,172
162
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+10
163
$242K 0.02%
14,210
-1
164
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524
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165
$239K 0.02%
2,880
+1,340
166
$239K 0.02%
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167
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169
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170
$235K 0.02%
1,678
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171
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725
172
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2,133
173
$226K 0.02%
3,319
-538
174
$224K 0.02%
1,600
175
$223K 0.02%
3,900
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5 6
7
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