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
26
$14M 1.13%
426,251
+486
27
$13.5M 1.1%
23,797
+421
28
$13M 1.06%
58,133
+734
29
$13M 1.05%
45,057
-441
30
$12.1M 0.98%
54,718
-13
31
$11.9M 0.97%
279,088
-761
32
$11.5M 0.93%
42,715
-93
33
$9.75M 0.79%
17,938
+25
34
$9.44M 0.77%
21,543
-47
35
$9.08M 0.74%
31,328
-288
36
$9.03M 0.73%
127,076
-4,470
37
$8.96M 0.73%
83,071
-2,083
38
$8.83M 0.72%
112,962
+73
39
$8.78M 0.71%
267,750
-1,651
40
$8.42M 0.68%
13,624
+313
41
$8.33M 0.68%
85,218
+75
42
$8.28M 0.67%
64,017
+1,047
43
$8.2M 0.67%
110,316
-34,280
44
$8.04M 0.65%
192,444
-468
45
$7.39M 0.6%
184,651
+1,534
46
$7.18M 0.58%
98,792
+14,172
47
$6.98M 0.57%
45,706
-210
48
$6.42M 0.52%
21,786
-61
49
$5.95M 0.48%
202,345
-1,461
50
$5.72M 0.46%
32,382
+359
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2
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