We are live on ! Find out more
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
376
$22.2K ﹤0.01%
235
-67
377
$22.1K ﹤0.01%
965
378
$22K ﹤0.01%
225
379
$21.9K ﹤0.01%
400
380
$21.5K ﹤0.01%
2,077
381
$21.1K ﹤0.01%
602
382
$20.6K ﹤0.01%
365
-20
383
$19.4K ﹤0.01%
172
384
$19.4K ﹤0.01%
1,000
385
$19.4K ﹤0.01%
110
-117
386
$19.2K ﹤0.01%
98
-127
387
$18.9K ﹤0.01%
415
388
$18.9K ﹤0.01%
672
389
$18.8K ﹤0.01%
786
+153
390
$18.8K ﹤0.01%
314
+5
391
$18.8K ﹤0.01%
686
+565
392
$18.7K ﹤0.01%
137
-7
393
$17.9K ﹤0.01%
297
-29
394
$17.5K ﹤0.01%
108
395
$17.4K ﹤0.01%
132
-10
396
$17.4K ﹤0.01%
218
-213
397
$17.1K ﹤0.01%
600
398
$17K ﹤0.01%
200
399
$16.9K ﹤0.01%
100
-20
400
$16.9K ﹤0.01%
167
14 15
16
17 18