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WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
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 11.94%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36.6K ﹤0.01%
638
-404
327
$35.5K ﹤0.01%
555
-210
328
$35.2K ﹤0.01%
349
329
$35.2K ﹤0.01%
458
+22
330
$34.8K ﹤0.01%
1,068
-118
331
$34.8K ﹤0.01%
1,102
-723
332
$34.4K ﹤0.01%
532
-31
333
$34.2K ﹤0.01%
170
-1,151
334
$34.1K ﹤0.01%
+63
335
$33.5K ﹤0.01%
230
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336
$33.4K ﹤0.01%
1,022
337
$33.4K ﹤0.01%
2,660
-501
338
$33.3K ﹤0.01%
275
-13
339
$33.2K ﹤0.01%
200
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$33.1K ﹤0.01%
231
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341
$32.9K ﹤0.01%
50
342
$32.2K ﹤0.01%
795
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343
$32.2K ﹤0.01%
70
344
$31.4K ﹤0.01%
59
-72
345
$31.4K ﹤0.01%
526
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346
$30.8K ﹤0.01%
415
-50
347
$30.7K ﹤0.01%
2,000
348
$30.1K ﹤0.01%
400
349
$29.8K ﹤0.01%
3,000
350
$29.6K ﹤0.01%
444
+40
12 13
14
15 16