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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.89M
3
+$2.27M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.43M
5
UBER icon
Uber
UBER
+$489K

Top Sells

1
+$3.7M
2
+$2.07M
3
+$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$1.09M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$46.3K ﹤0.01%
423
-133
302
$46.1K ﹤0.01%
705
303
$45.7K ﹤0.01%
650
304
$45.2K ﹤0.01%
1,129
305
$44.7K ﹤0.01%
266
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306
$44.6K ﹤0.01%
227
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307
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308
$43.2K ﹤0.01%
86
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309
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901
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310
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311
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119
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321
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320
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321
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$38.5K ﹤0.01%
240
323
$37.7K ﹤0.01%
434
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$37K ﹤0.01%
6,500
-1,000
325
$36.9K ﹤0.01%
92
11 12
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