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
401
$20.2K ﹤0.01%
183
-9
402
$20.1K ﹤0.01%
1,000
403
$20K ﹤0.01%
38
404
$19.4K ﹤0.01%
169
405
$18.9K ﹤0.01%
250
406
$18.8K ﹤0.01%
40
-8
407
$18.7K ﹤0.01%
180
408
$18.3K ﹤0.01%
200
409
$18.2K ﹤0.01%
100
410
$18.1K ﹤0.01%
345
411
$17.6K ﹤0.01%
460
412
$17.6K ﹤0.01%
58
413
$17.6K ﹤0.01%
301
-8
414
$17.3K ﹤0.01%
120
+105
415
$17.1K ﹤0.01%
105
416
$16.4K ﹤0.01%
91
-4
417
$16.3K ﹤0.01%
67
418
$16.2K ﹤0.01%
185
419
$16K ﹤0.01%
+150
420
$15.9K ﹤0.01%
283
+196
421
$15.8K ﹤0.01%
970
422
$15.6K ﹤0.01%
336
-88
423
$15.5K ﹤0.01%
155
-19
424
$15.4K ﹤0.01%
100
425
$15.3K ﹤0.01%
202
15 16
17
18 19