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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
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$4.46M
3
+$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1
+$6.14M
2
+$4.75M
3
+$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTAP icon
476
NetApp
NTAP
$33.6B
$12.1K ﹤0.01%
118
-98
RF icon
477
Regions Financial
RF
$24.4B
$12K ﹤0.01%
+460
SOLV icon
478
Solventum
SOLV
$13.6B
$11.9K ﹤0.01%
183
-8
DASH icon
479
DoorDash
DASH
$66.4B
$11.9K ﹤0.01%
79
-295
GRMN icon
480
Garmin
GRMN
$45.4B
$11.6K ﹤0.01%
+50
MFC icon
481
Manulife Financial
MFC
$64.9B
$11.4K ﹤0.01%
330
CVS icon
482
CVS Health
CVS
$124B
$11.3K ﹤0.01%
157
-256
VTRS icon
483
Viatris
VTRS
$18.6B
$11.1K ﹤0.01%
818
VST icon
484
Vistra
VST
$49.5B
$11K ﹤0.01%
73
+31
TTWO icon
485
Take-Two Interactive
TTWO
$39.5B
$10.9K ﹤0.01%
55
YUMC icon
486
Yum China
YUMC
$14.9B
$10.5K ﹤0.01%
216
BBVA icon
487
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$10.4K ﹤0.01%
479
LHX icon
488
L3Harris
LHX
$56.3B
$10.4K ﹤0.01%
30
-1
SLF icon
489
Sun Life Financial
SLF
$40.7B
$10.3K ﹤0.01%
165
ICLN icon
490
iShares Global Clean Energy ETF
ICLN
$3.06B
$10.1K ﹤0.01%
550
BAP icon
491
Credicorp
BAP
$25.4B
$9.93K ﹤0.01%
29
HIG icon
492
Hartford Financial Services
HIG
$35B
$9.89K ﹤0.01%
73
-3
VMC icon
493
Vulcan Materials
VMC
$35B
$9.8K ﹤0.01%
36
LEN icon
494
Lennar Class A
LEN
$22.3B
$9.73K ﹤0.01%
112
-127
CCK icon
495
Crown Holdings
CCK
$10.3B
$9.72K ﹤0.01%
97
SONY icon
496
Sony
SONY
$130B
$9.48K ﹤0.01%
458
OKTA icon
497
Okta
OKTA
$20.3B
$9.45K ﹤0.01%
120
-158
SCZ icon
498
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$9.17K ﹤0.01%
117
AGG icon
499
iShares Core US Aggregate Bond ETF
AGG
$136B
$8.81K ﹤0.01%
89
ACGL icon
500
Arch Capital
ACGL
$31.3B
$8.76K ﹤0.01%
91
18 19
20
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