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
351
$36K ﹤0.01%
254
+7
352
$35.6K ﹤0.01%
277
+1
353
$35.1K ﹤0.01%
69
354
$34.2K ﹤0.01%
214
+55
355
$33.8K ﹤0.01%
458
356
$33.3K ﹤0.01%
137
-67
357
$32.6K ﹤0.01%
93
358
$32.6K ﹤0.01%
193
-45
359
$32.4K ﹤0.01%
70
360
$31.9K ﹤0.01%
795
361
$31.3K ﹤0.01%
100
362
$31.2K ﹤0.01%
635
+63
363
$31.1K ﹤0.01%
39
+22
364
$30.4K ﹤0.01%
143
+76
365
$29.5K ﹤0.01%
+747
366
$29.4K ﹤0.01%
100
367
$29.4K ﹤0.01%
+564
368
$29.2K ﹤0.01%
814
+8
369
$28.6K ﹤0.01%
74
-238
370
$28.6K ﹤0.01%
101
371
$28.5K ﹤0.01%
413
+20
372
$27.6K ﹤0.01%
900
373
$27.3K ﹤0.01%
99
374
$26.2K ﹤0.01%
128
375
$26.1K ﹤0.01%
682
+14
13 14
15
16 17