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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.16M
3
+$3.29M
4
DOCU
DocuSign
DOCU
+$2.86M
5
VTV icon
Vanguard Value ETF
VTV
+$2.82M

Top Sells

1
+$2.44M
2
+$2.28M
3
+$2.1M
4
PANW icon
Palo Alto Networks
PANW
+$1.64M
5
JPM icon
JPMorgan Chase
JPM
+$1.54M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$34K ﹤0.01%
324
-228
502
$34K ﹤0.01%
+398
503
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434
504
$33K ﹤0.01%
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505
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458
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506
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492
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507
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275
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309
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509
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577
+11
510
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1,044
-164
511
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293
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512
$32K ﹤0.01%
2,426
513
$32K ﹤0.01%
726
+629
514
$31K ﹤0.01%
863
-2,673
515
$31K ﹤0.01%
888
516
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609
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$31K ﹤0.01%
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518
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519
$31K ﹤0.01%
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520
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364
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521
$31K ﹤0.01%
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522
$31K ﹤0.01%
138
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523
$31K ﹤0.01%
9,514
524
$31K ﹤0.01%
229
-14
525
$30K ﹤0.01%
560
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