WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.19M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$622K
5
NVDA icon
NVIDIA
NVDA
+$602K

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.38M
4
VTV icon
Vanguard Value ETF
VTV
+$1.31M
5
CP icon
Canadian Pacific Kansas City
CP
+$973K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.01%
14,900
227
$145K 0.01%
2,949
-30
228
$143K 0.01%
1,180
-215
229
$143K 0.01%
1,904
230
$142K 0.01%
1,232
231
$142K 0.01%
8,505
232
$141K 0.01%
678
+30
233
$141K 0.01%
1,006
-4
234
$141K 0.01%
508
-30
235
$140K 0.01%
1,356
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236
$138K 0.01%
497
-101
237
$138K 0.01%
3,166
238
$137K 0.01%
483
239
$137K 0.01%
1,292
-2
240
$135K 0.01%
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241
$135K 0.01%
3,242
242
$131K 0.01%
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243
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244
$128K 0.01%
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245
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2,182
246
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773
247
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299
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248
$123K 0.01%
4,304
-127
249
$122K 0.01%
938
250
$120K 0.01%
15,500
8 9
10
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