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
476
$10.1K ﹤0.01%
212
477
$10K ﹤0.01%
161
478
$10K ﹤0.01%
402
+73
479
$9.74K ﹤0.01%
93
480
$9.7K ﹤0.01%
217
-63
481
$9.63K ﹤0.01%
129
482
$9.58K ﹤0.01%
65
483
$9.54K ﹤0.01%
89
+11
484
$9.53K ﹤0.01%
+38
485
$9.26K ﹤0.01%
+138
486
$9.26K ﹤0.01%
338
+128
487
$9.25K ﹤0.01%
205
488
$9.21K ﹤0.01%
193
489
$9.16K ﹤0.01%
322
490
$9.16K ﹤0.01%
83
491
$9.05K ﹤0.01%
607
+137
492
$8.99K ﹤0.01%
105
-27
493
$8.97K ﹤0.01%
52
494
$8.97K ﹤0.01%
59
495
$8.86K ﹤0.01%
86
+26
496
$8.86K ﹤0.01%
385
+104
497
$8.8K ﹤0.01%
30
+12
498
$8.78K ﹤0.01%
119
+19
499
$8.73K ﹤0.01%
151
500
$8.67K ﹤0.01%
487
18 19
20
21 22