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
501
$8.62K ﹤0.01%
126
502
$8.47K ﹤0.01%
22
503
$8.44K ﹤0.01%
67
+4
504
$8.27K ﹤0.01%
538
505
$8.17K ﹤0.01%
83
506
$8.13K ﹤0.01%
136
507
$8.07K ﹤0.01%
1,736
508
$8K ﹤0.01%
588
509
$7.95K ﹤0.01%
90
510
$7.83K ﹤0.01%
93
511
$7.72K ﹤0.01%
276
512
$7.67K ﹤0.01%
100
513
$7.63K ﹤0.01%
77
-30
514
$7.62K ﹤0.01%
109
515
$7.49K ﹤0.01%
82
+6
516
$7.49K ﹤0.01%
39
+1
517
$7.41K ﹤0.01%
154
518
$7.4K ﹤0.01%
75
-156
519
$7.34K ﹤0.01%
133
+12
520
$7.3K ﹤0.01%
818
-38
521
$7.26K ﹤0.01%
138
522
$7.26K ﹤0.01%
81
-3
523
$7.21K ﹤0.01%
550
524
$7.17K ﹤0.01%
123
525
$7.08K ﹤0.01%
165
+131
19 20
21
22 23