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
426
$15.3K ﹤0.01%
135
-151
427
$15.1K ﹤0.01%
174
428
$15K ﹤0.01%
575
429
$14.9K ﹤0.01%
175
430
$14.9K ﹤0.01%
3,281
431
$14.8K ﹤0.01%
282
-120
432
$14.7K ﹤0.01%
213
433
$14.6K ﹤0.01%
3,800
434
$14.4K ﹤0.01%
179
+7
435
$14.3K ﹤0.01%
67
436
$14.2K ﹤0.01%
152
437
$14K ﹤0.01%
114
438
$14K ﹤0.01%
242
439
$13.9K ﹤0.01%
+118
440
$13.9K ﹤0.01%
+190
441
$13.7K ﹤0.01%
336
442
$13.4K ﹤0.01%
233
443
$13.1K ﹤0.01%
400
-50
444
$13.1K ﹤0.01%
162
445
$13K ﹤0.01%
+177
446
$13K ﹤0.01%
820
447
$12.7K ﹤0.01%
522
448
$12.7K ﹤0.01%
181
+112
449
$12.7K ﹤0.01%
374
+17
450
$12.7K ﹤0.01%
+178
16 17
18
19 20