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
276
$78K 0.01%
927
+40
277
$77.8K 0.01%
577
-38
278
$77.4K 0.01%
869
-50
279
$77.1K 0.01%
1,725
280
$77K 0.01%
600
+564
281
$75.4K 0.01%
306
282
$75.4K 0.01%
411
+18
283
$74.8K 0.01%
199
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284
$74.6K 0.01%
499
285
$73.3K 0.01%
400
286
$72.7K 0.01%
750
287
$72.2K 0.01%
892
288
$71.8K 0.01%
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289
$71.8K 0.01%
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290
$70.8K 0.01%
125
291
$70.1K 0.01%
1,030
292
$69K 0.01%
694
293
$68.8K 0.01%
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294
$68.5K 0.01%
980
295
$67.4K 0.01%
1,232
296
$66.7K 0.01%
358
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297
$66.7K 0.01%
1,129
298
$66.6K 0.01%
393
+19
299
$66.5K 0.01%
600
300
$66.4K 0.01%
336
-34
10 11
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