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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$3.88M
3
+$3.87M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.35M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.01M

Top Sells

1
+$5.19M
2
+$2.16M
3
+$1.7M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.11%
48,922
-1,019
27
$14.2M 1.08%
413,038
-13,213
28
$13.3M 1.01%
44,700
-357
29
$12.8M 0.97%
56,761
-1,372
30
$11.6M 0.89%
42,531
-184
31
$11.6M 0.88%
286,796
+7,708
32
$11.1M 0.84%
178,462
-13,982
33
$10.5M 0.8%
54,753
+35
34
$10.2M 0.78%
21,248
-295
35
$10.2M 0.77%
130,587
+17,625
36
$9.74M 0.74%
30,881
-447
37
$9.63M 0.73%
65,255
+1,238
38
$9.21M 0.7%
13,823
+199
39
$9.1M 0.69%
80,690
-2,381
40
$8.75M 0.67%
125,446
-1,630
41
$8.71M 0.66%
173,897
+116,502
42
$8.65M 0.66%
83,911
-1,307
43
$8.56M 0.65%
46,190
+484
44
$8.49M 0.65%
101,894
+3,102
45
$8.12M 0.62%
188,910
+4,259
46
$7.93M 0.6%
17,723
-215
47
$7.74M 0.59%
263,872
-3,878
48
$6.82M 0.52%
101,757
-8,559
49
$6.27M 0.48%
33,607
+1,225
50
$6.17M 0.47%
21,857
+71
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