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
376
$26.1K ﹤0.01%
250
377
$26.1K ﹤0.01%
263
378
$26K ﹤0.01%
73
+14
379
$25.9K ﹤0.01%
500
380
$25.6K ﹤0.01%
513
-268
381
$25.3K ﹤0.01%
206
+37
382
$25.2K ﹤0.01%
952
-324
383
$24.6K ﹤0.01%
171
384
$24.3K ﹤0.01%
203
385
$23.9K ﹤0.01%
93
386
$23.2K ﹤0.01%
414
387
$22.8K ﹤0.01%
336
388
$22.6K ﹤0.01%
100
389
$22.6K ﹤0.01%
44
-81
390
$22.6K ﹤0.01%
210
-542
391
$22.2K ﹤0.01%
965
392
$22.1K ﹤0.01%
125
393
$21.5K ﹤0.01%
1,200
394
$21.5K ﹤0.01%
320
+39
395
$21K ﹤0.01%
170
396
$20.9K ﹤0.01%
2,600
397
$20.8K ﹤0.01%
228
-34
398
$20.4K ﹤0.01%
208
-1
399
$20.3K ﹤0.01%
125
400
$20.3K ﹤0.01%
126
+14
14 15
16
17 18