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
151
$310K 0.03%
2,340
-3,090
152
$307K 0.03%
4,388
-286
153
$304K 0.03%
1,486
154
$303K 0.03%
725
155
$302K 0.03%
1,008
+208
156
$302K 0.03%
5,433
157
$300K 0.03%
1,600
158
$298K 0.03%
4,657
+757
159
$292K 0.03%
16,570
-364
160
$290K 0.03%
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161
$289K 0.03%
2,475
162
$282K 0.03%
11,508
163
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850
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164
$277K 0.03%
7,505
165
$275K 0.03%
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166
$275K 0.03%
3,150
+1,608
167
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2,142
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168
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606
169
$266K 0.02%
6,133
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170
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6,468
171
$261K 0.02%
430
-8
172
$259K 0.02%
4,377
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173
$259K 0.02%
1,038
174
$259K 0.02%
557
+16
175
$258K 0.02%
1,521
5 6
7
8 9