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
251
$107K 0.01%
347
252
$107K 0.01%
3,696
-1,074
253
$105K 0.01%
136
-30
254
$103K 0.01%
336
255
$101K 0.01%
293
256
$98.8K 0.01%
1,312
257
$96.1K 0.01%
677
-92
258
$95K 0.01%
460
-95
259
$94.2K 0.01%
3,207
260
$94K 0.01%
900
261
$93.4K 0.01%
376
262
$92K 0.01%
2,177
263
$91.1K 0.01%
340
-5
264
$90.3K 0.01%
1,312
+10
265
$90.1K 0.01%
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-487
266
$89.9K 0.01%
2,900
267
$89.8K 0.01%
742
+396
268
$89.8K 0.01%
337
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269
$88.5K 0.01%
880
270
$88.3K 0.01%
1,075
-100
271
$86.3K 0.01%
962
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272
$86K 0.01%
1,667
273
$85.6K 0.01%
931
-264
274
$82K 0.01%
342
-22
275
$78.9K 0.01%
1,821
-79
9 10
11
12 13