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
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.19M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$622K
5
NVDA icon
NVIDIA
NVDA
+$602K

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.38M
4
VTV icon
Vanguard Value ETF
VTV
+$1.31M
5
CP icon
Canadian Pacific Kansas City
CP
+$973K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$32K ﹤0.01%
423
+9
452
$32K ﹤0.01%
97
-11
453
$31K ﹤0.01%
39
+35
454
$31K ﹤0.01%
555
+72
455
$31K ﹤0.01%
1,063
+3
456
$31K ﹤0.01%
997
457
$31K ﹤0.01%
245
458
$30K ﹤0.01%
989
459
$30K ﹤0.01%
705
460
$29K ﹤0.01%
400
461
$29K ﹤0.01%
4,606
+892
462
$29K ﹤0.01%
560
463
$29K ﹤0.01%
795
-3,087
464
$29K ﹤0.01%
107
465
$29K ﹤0.01%
408
+66
466
$29K ﹤0.01%
139
-3
467
$29K ﹤0.01%
+507
468
$29K ﹤0.01%
450
469
$29K ﹤0.01%
398
-17
470
$28K ﹤0.01%
1,691
+595
471
$28K ﹤0.01%
1,044
472
$28K ﹤0.01%
551
+205
473
$28K ﹤0.01%
442
-244
474
$28K ﹤0.01%
225
475
$27K ﹤0.01%
587
+23
17 18
19
20 21