Portfolio (Quarterly)
Guide ↗
Washington Trust Advisors, Inc.
· CIK 0001900099| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | HRL | HORMEL FOODS CORP COM | Consumer Defensive | 48 | $1K | — | SOLD |
| 42 | DPZ | DOMINOS PIZZA INC COM | Consumer Cyclical | 3 | $1K | — | SOLD |
| 43 | FIS | FIDELITY NATL INFORMATION SVCS COM | Technology | 22 | $1K | — | SOLD |
| 44 | DRI | DARDEN RESTAURANTS INC COM | Consumer Cyclical | 5 | $980.0 | — | SOLD |
| 45 | BAX | BAXTER INTL INC COM | Healthcare | 58 | $974.0 | — | SOLD |
| 46 | PAYC | PAYCOM SOFTWARE INC COM | Technology | 8 | $972.0 | — | SOLD |
| 47 | TPL | TEXAS PACIFIC LAND CORPORATION COM | Energy | 2 | $949.0 | — | SOLD |
| 48 | MRNA | Moderna | Healthcare | 18 | $914.0 | — | SOLD |
| 49 | CSGP | Costar Group Inc | Real Estate | 22 | $887.0 | — | SOLD |
| 50 | MOH | MOLINA HEALTHCARE INC COM | Healthcare | 6 | $800.0 | — | SOLD |
| 51 | HII | HUNTINGTON INGALLS INDS INC COM | Industrials | 2 | $760.0 | — | SOLD |
| 52 | PODD | INSULET CORP COM | Healthcare | 3 | $634.0 | — | SOLD |
| 53 | BSY | BENTLEY SYS INC COM CL B | Technology | 17 | $597.0 | — | SOLD |
| 54 | DOCS | DOXIMITY INC CL A | Healthcare | 19 | $444.0 | — | SOLD |
| 55 | LITP | Sprott Lithium Miners ETF | — | 20 | $265.0 | — | SOLD |
Sector Allocation
Technology
27.9%
Industrials
18.7%
Healthcare
12.6%
Communication Services
11.6%
Consumer Cyclical
10.7%
Financial Services
8.7%
Consumer Defensive
3.3%
Basic Materials
2.1%
Utilities
1.8%
Real Estate
1.6%