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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.2M 6.09%
314,356
-10,728
2
$49.7M 4.57%
195,503
-7,333
3
$45.1M 4.14%
265,948
-13,600
4
$43.5M 4%
237,225
-9,585
5
$43.3M 3.98%
224,272
-5,625
6
$42M 3.86%
83,236
-1,430
7
$39M 3.58%
148,554
-2,797
8
$34.2M 3.14%
187,698
-6,153
9
$33.4M 3.07%
8,443
-234
10
$31M 2.85%
29,485
-1,211
11
$29.7M 2.73%
140,294
-3,029
12
$26.6M 2.45%
71,231
-1,073
13
$25.3M 2.32%
132,086
-2,824
14
$24M 2.2%
207,340
-4,569
15
$23.7M 2.18%
326,651
-8,296
16
$23.1M 2.12%
186,808
-33,732
17
$22.5M 2.07%
96,409
+63
18
$21.6M 1.98%
130,841
-2,537
19
$18.9M 1.74%
846,384
-30,927
20
$17.9M 1.65%
69,549
+335
21
$15.8M 1.45%
51,003
-1,000
22
$15.5M 1.43%
199,717
-3,655
23
$15.2M 1.4%
111,152
-3,467
24
$14.9M 1.37%
150,323
-2,138
25
$12.4M 1.14%
437,518
-2,321
1
2 3 4 5