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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
451
$10.4K ﹤0.01%
100
452
$10.3K ﹤0.01%
13
-70
453
$10.2K ﹤0.01%
117
-23
454
$10.2K ﹤0.01%
539
+131
455
$10.2K ﹤0.01%
66
456
$10.1K ﹤0.01%
550
457
$10.1K ﹤0.01%
192
458
$10.1K ﹤0.01%
175
+26
459
$10.1K ﹤0.01%
114
460
$10.1K ﹤0.01%
121
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461
$10K ﹤0.01%
210
-7
462
$9.98K ﹤0.01%
588
463
$9.85K ﹤0.01%
177
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464
$9.83K ﹤0.01%
50
-8
465
$9.62K ﹤0.01%
291
466
$9.59K ﹤0.01%
56
467
$9.55K ﹤0.01%
376
+76
468
$9.43K ﹤0.01%
172
-1,990
469
$9.37K ﹤0.01%
138
470
$9.3K ﹤0.01%
218
+76
471
$9.21K ﹤0.01%
111
472
$9.17K ﹤0.01%
223
-776
473
$9.09K ﹤0.01%
82
474
$9.08K ﹤0.01%
194
475
$9.03K ﹤0.01%
143
17 18
19
20 21