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
301
$64.3K 0.01%
35
-9
302
$64.2K 0.01%
736
+100
303
$62.3K 0.01%
545
304
$62K 0.01%
780
305
$61.8K 0.01%
40,105
-2,060
306
$59.6K ﹤0.01%
447
307
$59.6K ﹤0.01%
650
308
$59.3K ﹤0.01%
182
+7
309
$59.3K ﹤0.01%
670
310
$59K ﹤0.01%
536
311
$58.6K ﹤0.01%
705
312
$57.1K ﹤0.01%
685
-6
313
$56K ﹤0.01%
1,950
-452
314
$55.9K ﹤0.01%
1,456
315
$55.8K ﹤0.01%
11,673
-386
316
$55K ﹤0.01%
434
317
$53.7K ﹤0.01%
778
318
$52.7K ﹤0.01%
283
-179
319
$52.1K ﹤0.01%
394
-343
320
$51.6K ﹤0.01%
759
321
$50.6K ﹤0.01%
227
+5
322
$49.3K ﹤0.01%
321
323
$48.7K ﹤0.01%
448
324
$47.3K ﹤0.01%
50
325
$47.2K ﹤0.01%
245
11 12
13
14 15