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
1
$67.6M 6.56%
348,559
-11,885
2
$44.1M 4.27%
224,321
-21,209
3
$41.9M 4.07%
328,306
-14,024
4
$37.5M 3.64%
157,963
-3,434
5
$33.5M 3.25%
149,245
-950
6
$31.6M 3.06%
260,974
-4,380
7
$31.5M 3.05%
241,266
-237
8
$30M 2.9%
73,930
-133
9
$28.4M 2.75%
129,803
-290
10
$26.2M 2.54%
218,674
-8,662
11
$25.9M 2.51%
139,968
-312
12
$25.6M 2.49%
89,328
-4,422
13
$25.5M 2.47%
96,460
+536
14
$24.5M 2.37%
9,062
-36
15
$23.6M 2.29%
32,891
-120
16
$21.9M 2.12%
222,673
-97
17
$21.1M 2.05%
117,946
-778
18
$20.8M 2.01%
69,322
+314
19
$20.7M 2%
208,610
-477
20
$18.6M 1.8%
967,962
+16,098
21
$16.5M 1.6%
55,699
-179
22
$15.1M 1.47%
350,113
+13,166
23
$14.8M 1.44%
134,391
-212
24
$13.9M 1.35%
155,841
+1,387
25
$12.6M 1.22%
122,994
+22,982
1
2 3 4 5