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
201
$189K 0.02%
11,966
202
$186K 0.02%
5,137
203
$185K 0.02%
773
204
$184K 0.02%
2,182
205
$181K 0.02%
2,045
-336
206
$176K 0.02%
1,861
207
$171K 0.02%
9,535
-6,215
208
$169K 0.02%
1,750
-100
209
$167K 0.02%
7,201
210
$166K 0.02%
2,625
211
$162K 0.01%
313
+6
212
$157K 0.01%
376
-161
213
$151K 0.01%
5,451
214
$145K 0.01%
2,676
215
$143K 0.01%
3,984
-2,231
216
$142K 0.01%
2,471
+30
217
$141K 0.01%
6,925
+125
218
$141K 0.01%
683
219
$139K 0.01%
3,300
220
$137K 0.01%
886
-25
221
$136K 0.01%
1,500
222
$133K 0.01%
512
223
$133K 0.01%
1,414
+37
224
$132K 0.01%
12,900
225
$130K 0.01%
1,811
+13
7 8
9
10 11