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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
351
$29.3K ﹤0.01%
199
-69
352
$28.6K ﹤0.01%
67
353
$28.6K ﹤0.01%
50
354
$27.8K ﹤0.01%
560
355
$26.1K ﹤0.01%
1,200
356
$26K ﹤0.01%
1,200
357
$26K ﹤0.01%
880
358
$25.9K ﹤0.01%
337
359
$25.7K ﹤0.01%
64
-93
360
$25.6K ﹤0.01%
2,426
361
$25.2K ﹤0.01%
151
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362
$25.1K ﹤0.01%
1,035
363
$24.5K ﹤0.01%
320
364
$24.5K ﹤0.01%
86
-110
365
$24.3K ﹤0.01%
183
366
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50
367
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290
368
$23.9K ﹤0.01%
1,491
369
$23.8K ﹤0.01%
1,141
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370
$23.7K ﹤0.01%
93
371
$23.7K ﹤0.01%
101
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372
$23.1K ﹤0.01%
400
-400
373
$23K ﹤0.01%
1,000
374
$23K ﹤0.01%
418
375
$22.5K ﹤0.01%
334
13 14
15
16 17