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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.9M 4.96%
400,381
-13,550
2
$55.4M 3.93%
2,839,008
+226,746
3
$49M 3.48%
350,840
-8,280
4
$45.7M 3.24%
347,354
-5,613
5
$42.7M 3.03%
261,680
-1,080
6
$38.2M 2.71%
368,622
-18,294
7
$38.1M 2.71%
108,033
-1,537
8
$37.3M 2.64%
167,988
-640
9
$36.2M 2.57%
156,630
+546
10
$33.5M 2.38%
80,544
-2,444
11
$32.8M 2.33%
135,352
-1,042
12
$26.1M 1.85%
228,939
+9,625
13
$26M 1.85%
121,231
-957
14
$25.5M 1.81%
98,313
+8
15
$25.5M 1.81%
152,323
-1,593
16
$25.4M 1.8%
324,787
-30,720
17
$25.1M 1.78%
777,261
+127,667
18
$24.6M 1.74%
176,720
-1,840
19
$24.1M 1.71%
34,487
-419
20
$23.9M 1.7%
162,014
+19,349
21
$23.5M 1.67%
56,740
+1,360
22
$22.1M 1.57%
99,444
-1,217
23
$21.7M 1.54%
9,231
+33
24
$21.2M 1.51%
154,859
+1,005
25
$20.2M 1.43%
222,019
+2,064
1
2 3 4 5