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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
426
$12.4K ﹤0.01%
365
427
$12.4K ﹤0.01%
43
-55
428
$12.4K ﹤0.01%
98
429
$12.3K ﹤0.01%
38
430
$12.2K ﹤0.01%
171
-138
431
$12.1K ﹤0.01%
150
432
$12.1K ﹤0.01%
101
433
$12.1K ﹤0.01%
40
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434
$12K ﹤0.01%
125
435
$12K ﹤0.01%
158
436
$11.9K ﹤0.01%
53
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437
$11.8K ﹤0.01%
1,500
438
$11.7K ﹤0.01%
100
-36
439
$11.6K ﹤0.01%
100
440
$11.5K ﹤0.01%
112
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$11K ﹤0.01%
258
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$11K ﹤0.01%
215
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443
$11K ﹤0.01%
112
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444
$10.8K ﹤0.01%
181
445
$10.7K ﹤0.01%
346
446
$10.6K ﹤0.01%
68
-9
447
$10.6K ﹤0.01%
258
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448
$10.5K ﹤0.01%
978
449
$10.4K ﹤0.01%
1,042
-185
450
$10.4K ﹤0.01%
90
16 17
18
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