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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.16M
3
+$3.29M
4
DOCU
DocuSign
DOCU
+$2.86M
5
VTV icon
Vanguard Value ETF
VTV
+$2.82M

Top Sells

1
+$2.44M
2
+$2.28M
3
+$2.1M
4
PANW icon
Palo Alto Networks
PANW
+$1.64M
5
JPM icon
JPMorgan Chase
JPM
+$1.54M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$49K ﹤0.01%
750
452
$48K ﹤0.01%
234
453
$48K ﹤0.01%
246
454
$48K ﹤0.01%
407
-3
455
$48K ﹤0.01%
1,129
456
$48K ﹤0.01%
192
-97
457
$47K ﹤0.01%
489
+49
458
$47K ﹤0.01%
32
459
$47K ﹤0.01%
650
460
$47K ﹤0.01%
2,512
461
$46K ﹤0.01%
1,323
-36
462
$46K ﹤0.01%
460
-90
463
$46K ﹤0.01%
365
+94
464
$46K ﹤0.01%
848
-94
465
$45K ﹤0.01%
5,990
466
$44K ﹤0.01%
708
467
$44K ﹤0.01%
527
468
$44K ﹤0.01%
330
-618
469
$44K ﹤0.01%
705
-38
470
$43K ﹤0.01%
520
471
$43K ﹤0.01%
1,197
-43
472
$43K ﹤0.01%
775
473
$43K ﹤0.01%
107
-121
474
$43K ﹤0.01%
450
-50
475
$42K ﹤0.01%
94
-12
17 18
19
20 21