WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.03M
3
+$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1
+$2.55M
2
+$1.05M
3
+$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
176
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$258K 0.02%
1,861
+101
BAC icon
177
Bank of America
BAC
$378B
$254K 0.02%
5,372
+333
MNST icon
178
Monster Beverage
MNST
$79B
$254K 0.02%
4,056
TDG icon
179
TransDigm Group
TDG
$80B
$252K 0.02%
166
WM icon
180
Waste Management
WM
$92.3B
$251K 0.02%
1,098
SDY icon
181
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$250K 0.02%
1,844
-1,611
AMTM
182
Amentum Holdings
AMTM
$8.67B
$245K 0.02%
10,379
-43,467
SCHR icon
183
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$245K 0.02%
9,775
-225
AMP icon
184
Ameriprise Financial
AMP
$47.2B
$242K 0.02%
453
-4
CRM icon
185
Salesforce
CRM
$214B
$241K 0.02%
885
-75
DFSD icon
186
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.03B
$241K 0.02%
5,029
+119
BAM icon
187
Brookfield Asset Management
BAM
$83.2B
$241K 0.02%
4,360
-135
MTB icon
188
M&T Bank
MTB
$33.4B
$240K 0.02%
1,238
BK icon
189
Bank of New York Mellon
BK
$82.7B
$238K 0.02%
2,608
+4
LNT icon
190
Alliant Energy
LNT
$17.2B
$234K 0.02%
3,866
NI icon
191
NiSource
NI
$20.6B
$229K 0.02%
5,688
OTIS icon
192
Otis Worldwide
OTIS
$35.2B
$228K 0.02%
2,300
BMY icon
193
Bristol-Myers Squibb
BMY
$112B
$226K 0.02%
4,875
+400
LRCX icon
194
Lam Research
LRCX
$277B
$223K 0.02%
2,293
IVW icon
195
iShares S&P 500 Growth ETF
IVW
$66.3B
$221K 0.02%
2,007
-5
SHEL icon
196
Shell
SHEL
$205B
$219K 0.02%
3,111
PAYX icon
197
Paychex
PAYX
$38.5B
$214K 0.02%
1,470
INTU icon
198
Intuit
INTU
$152B
$211K 0.02%
268
+171
ALL icon
199
Allstate
ALL
$51.1B
$211K 0.02%
1,050
CW icon
200
Curtiss-Wright
CW
$24.2B
$206K 0.02%
421
+1
6 7
8
9 10