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
$1.31B
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.18M
3
+$626K
4
EW icon
Edwards Lifesciences
EW
+$609K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$494K

Top Sells

1
+$5.72M
2
+$5.38M
3
+$2.93M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
PWR icon
Quanta Services
PWR
+$1.91M

Sector Composition

1 Technology 19.43%
2 Communication Services 14.73%
3 Healthcare 12.88%
4 Industrials 11.85%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLV icon
426
iShares Silver Trust
SLV
$45.2B
$22.5K ﹤0.01%
350
-50
GOVT icon
427
iShares US Treasury Bond ETF
GOVT
$35.8B
$22.2K ﹤0.01%
965
DLTR icon
428
Dollar Tree
DLTR
$23.4B
$21.8K ﹤0.01%
+177
EOG icon
429
EOG Resources
EOG
$68.7B
$21.3K ﹤0.01%
203
JPC icon
430
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$21.1K ﹤0.01%
2,600
PH icon
431
Parker-Hannifin
PH
$120B
$21.1K ﹤0.01%
24
+7
TKO icon
432
TKO Group
TKO
$16.3B
$20.9K ﹤0.01%
100
AEP icon
433
American Electric Power
AEP
$71.9B
$20.8K ﹤0.01%
180
VIOG icon
434
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$861M
$20.7K ﹤0.01%
170
SNPS icon
435
Synopsys
SNPS
$82.9B
$20.7K ﹤0.01%
44
ZBH icon
436
Zimmer Biomet
ZBH
$18.1B
$20.5K ﹤0.01%
228
ARTY
437
iShares Future AI & Tech ETF
ARTY
$2.25B
$20.5K ﹤0.01%
425
C icon
438
Citigroup
C
$192B
$20.4K ﹤0.01%
175
SANA icon
439
Sana Biotechnology
SANA
$882M
$20.4K ﹤0.01%
+5,000
XLE icon
440
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
$19.9K ﹤0.01%
+445
DOW icon
441
Dow Inc
DOW
$24.6B
$19.9K ﹤0.01%
850
-102
DELL icon
442
Dell
DELL
$95.2B
$19.5K ﹤0.01%
155
-81
CI icon
443
Cigna
CI
$69.8B
$19K ﹤0.01%
69
+23
VRSN icon
444
VeriSign
VRSN
$22B
$18.7K ﹤0.01%
77
SYY icon
445
Sysco
SYY
$40.7B
$18.4K ﹤0.01%
250
STWD icon
446
Starwood Property Trust
STWD
$6.63B
$18K ﹤0.01%
1,000
ADBE icon
447
Adobe
ADBE
$112B
$17.5K ﹤0.01%
50
DFEM icon
448
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.85B
$17.5K ﹤0.01%
529
+3
SO icon
449
Southern Company
SO
$108B
$17.4K ﹤0.01%
200
SCHW icon
450
Charles Schwab
SCHW
$164B
$17.4K ﹤0.01%
174
16 17
18
19 20