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
201
$165K 0.02%
+2,676
202
$165K 0.02%
2,102
+140
203
$164K 0.02%
4,925
+4,857
204
$162K 0.02%
800
205
$157K 0.02%
7,201
+2,548
206
$157K 0.02%
1,238
207
$153K 0.02%
5,578
+5
208
$151K 0.02%
773
209
$149K 0.02%
2,182
210
$145K 0.01%
1,700
211
$144K 0.01%
817
+600
212
$140K 0.01%
1,859
-1,048
213
$140K 0.01%
369
+35
214
$136K 0.01%
309
215
$133K 0.01%
5,409
+209
216
$130K 0.01%
299
217
$130K 0.01%
683
218
$127K 0.01%
2,000
219
$124K 0.01%
433
220
$122K 0.01%
1,798
+20
221
$119K 0.01%
2,269
+2,097
222
$116K 0.01%
938
223
$116K 0.01%
3,242
224
$115K 0.01%
12,900
225
$115K 0.01%
5,000
+1,326
7 8
9
10 11