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
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.19M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$622K
5
NVDA icon
NVIDIA
NVDA
+$602K

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.38M
4
VTV icon
Vanguard Value ETF
VTV
+$1.31M
5
CP icon
Canadian Pacific Kansas City
CP
+$973K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27K ﹤0.01%
50
477
$27K ﹤0.01%
70
478
$26K ﹤0.01%
109
+1
479
$26K ﹤0.01%
+363
480
$26K ﹤0.01%
434
481
$26K ﹤0.01%
360
-26
482
$25K ﹤0.01%
1,932
+148
483
$25K ﹤0.01%
320
484
$25K ﹤0.01%
475
485
$25K ﹤0.01%
2,426
486
$25K ﹤0.01%
73
-4
487
$25K ﹤0.01%
145
488
$25K ﹤0.01%
559
-500
489
$24K ﹤0.01%
1,491
490
$24K ﹤0.01%
337
491
$24K ﹤0.01%
106
+1
492
$24K ﹤0.01%
229
+2
493
$23K ﹤0.01%
237
+12
494
$23K ﹤0.01%
342
+1
495
$23K ﹤0.01%
609
496
$23K ﹤0.01%
74
497
$23K ﹤0.01%
937
-191
498
$23K ﹤0.01%
1,035
499
$23K ﹤0.01%
476
+68
500
$23K ﹤0.01%
157
-452
18 19
20
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