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
326
$47K ﹤0.01%
1,094
327
$46.6K ﹤0.01%
519
328
$46.1K ﹤0.01%
144
+2
329
$45.8K ﹤0.01%
55
+17
330
$44.8K ﹤0.01%
50
331
$44.7K ﹤0.01%
1,253
+41
332
$44.6K ﹤0.01%
2,200
333
$44K ﹤0.01%
591
-179
334
$43.9K ﹤0.01%
60
+2
335
$43.8K ﹤0.01%
4,227
+80
336
$42.6K ﹤0.01%
2,015
337
$42.6K ﹤0.01%
571
338
$42.1K ﹤0.01%
230
339
$41.4K ﹤0.01%
192
-25
340
$41.1K ﹤0.01%
1,600
341
$40.7K ﹤0.01%
91
342
$40.5K ﹤0.01%
170
-20
343
$40.4K ﹤0.01%
460
+56
344
$39.4K ﹤0.01%
432
345
$39K ﹤0.01%
123
346
$37.6K ﹤0.01%
356
+51
347
$37.5K ﹤0.01%
901
348
$37K ﹤0.01%
880
349
$36.9K ﹤0.01%
155
350
$36.4K ﹤0.01%
452
+20
12 13
14
15 16