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
176
$223K 0.02%
2,475
177
$220K 0.02%
6,468
178
$216K 0.02%
1,521
179
$215K 0.02%
702
-374
180
$214K 0.02%
4,341
181
$213K 0.02%
572
-19
182
$209K 0.02%
5,691
183
$203K 0.02%
3,700
+3,300
184
$201K 0.02%
10,866
185
$200K 0.02%
608
+160
186
$198K 0.02%
570
-6
187
$196K 0.02%
1,700
-25
188
$195K 0.02%
3,028
189
$192K 0.02%
1,720
+200
190
$191K 0.02%
1,495
191
$191K 0.02%
6,215
-1,118
192
$190K 0.02%
1,847
+1,338
193
$185K 0.02%
3,000
194
$184K 0.02%
3,467
-1,008
195
$179K 0.02%
1,584
+14
196
$179K 0.02%
4,000
197
$172K 0.02%
5,137
+24
198
$168K 0.02%
1,240
-295
199
$167K 0.02%
1,098
200
$166K 0.02%
1,875
+184
6 7
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