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
201
$143K 0.01%
433
-527
202
$142K 0.01%
5,200
+200
203
$141K 0.01%
309
-9
204
$139K 0.01%
3,242
205
$139K 0.01%
1,395
+272
206
$137K 0.01%
4,653
207
$137K 0.01%
3,750
208
$134K 0.01%
938
209
$134K 0.01%
1,540
-880
210
$133K 0.01%
299
+18
211
$129K 0.01%
1,778
-10
212
$128K 0.01%
683
-199
213
$128K 0.01%
12,900
-2,000
214
$124K 0.01%
1,169
-100
215
$123K 0.01%
2,000
216
$122K 0.01%
884
217
$121K 0.01%
1,757
-335
218
$121K 0.01%
2,625
219
$119K 0.01%
1,707
-38
220
$118K 0.01%
3,605
221
$117K 0.01%
1,366
-4
222
$115K 0.01%
3,300
223
$115K 0.01%
3,424
224
$115K 0.01%
2,877
-1,245
225
$113K 0.01%
500
7 8
9
10 11