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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
401
$16.7K ﹤0.01%
1,436
402
$16.7K ﹤0.01%
1,355
-1,472
403
$16.4K ﹤0.01%
165
404
$16.2K ﹤0.01%
388
-117
405
$16.1K ﹤0.01%
285
406
$16.1K ﹤0.01%
145
407
$15.8K ﹤0.01%
233
-25
408
$15.7K ﹤0.01%
119
409
$15.6K ﹤0.01%
159
410
$15.5K ﹤0.01%
411
-50
411
$15.1K ﹤0.01%
139
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412
$14.7K ﹤0.01%
142
413
$14.5K ﹤0.01%
176
-433
414
$14.4K ﹤0.01%
465
+227
415
$14.3K ﹤0.01%
68
-25
416
$14.2K ﹤0.01%
41
417
$14.1K ﹤0.01%
68
-69
418
$13.9K ﹤0.01%
361
+83
419
$13.8K ﹤0.01%
504
+268
420
$13.7K ﹤0.01%
107
-104
421
$13.4K ﹤0.01%
645
-1,601
422
$13.3K ﹤0.01%
157
-138
423
$13K ﹤0.01%
414
-22
424
$12.6K ﹤0.01%
204
-313
425
$12.6K ﹤0.01%
110
15 16
17
18 19