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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.05M
3
+$631K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$552K
5
NVDA icon
NVIDIA
NVDA
+$482K

Top Sells

1
+$2.35M
2
+$972K
3
+$908K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$906K
5
META icon
Meta Platforms (Facebook)
META
+$871K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$144K 0.01%
650
227
$144K 0.01%
323
+25
228
$143K 0.01%
2,184
+75
229
$140K 0.01%
1,843
230
$137K 0.01%
974
+119
231
$132K 0.01%
3,242
232
$132K 0.01%
994
+30
233
$131K 0.01%
2,586
+1,823
234
$131K 0.01%
757
-228
235
$130K 0.01%
938
236
$130K 0.01%
1,300
237
$130K 0.01%
879
238
$130K 0.01%
2,544
239
$128K 0.01%
500
240
$123K 0.01%
1,352
241
$122K 0.01%
1,300
242
$121K 0.01%
312
-15
243
$120K 0.01%
4,000
244
$120K 0.01%
550
245
$120K 0.01%
680
246
$113K 0.01%
2,000
247
$112K 0.01%
343
248
$110K 0.01%
5,000
249
$109K 0.01%
350
250
$108K 0.01%
835
8 9
10
11 12