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
451
$12.7K ﹤0.01%
226
452
$12.3K ﹤0.01%
371
453
$12.3K ﹤0.01%
119
454
$12.1K ﹤0.01%
100
455
$12K ﹤0.01%
24
-2
456
$11.9K ﹤0.01%
5
457
$11.9K ﹤0.01%
17
+5
458
$11.8K ﹤0.01%
58
+11
459
$11.8K ﹤0.01%
51
460
$11.6K ﹤0.01%
313
461
$11.1K ﹤0.01%
33
462
$11.1K ﹤0.01%
77
+2
463
$11K ﹤0.01%
22
+1
464
$11K ﹤0.01%
165
465
$10.9K ﹤0.01%
332
-112
466
$10.9K ﹤0.01%
108
-41
467
$10.7K ﹤0.01%
21
+2
468
$10.5K ﹤0.01%
330
-175
469
$10.4K ﹤0.01%
103
+17
470
$10.4K ﹤0.01%
33
471
$10.2K ﹤0.01%
39
-9
472
$10.1K ﹤0.01%
207
473
$10.1K ﹤0.01%
299
+34
474
$10.1K ﹤0.01%
194
475
$10.1K ﹤0.01%
879
17 18
19
20 21