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
526
$7.06K ﹤0.01%
63
527
$7.03K ﹤0.01%
20
-34
528
$7.03K ﹤0.01%
142
529
$6.99K ﹤0.01%
73
+23
530
$6.92K ﹤0.01%
219
531
$6.91K ﹤0.01%
35
-43
532
$6.89K ﹤0.01%
600
533
$6.79K ﹤0.01%
50
534
$6.75K ﹤0.01%
31
-2
535
$6.74K ﹤0.01%
+50
536
$6.65K ﹤0.01%
28
537
$6.64K ﹤0.01%
43
+6
538
$6.63K ﹤0.01%
129
539
$6.57K ﹤0.01%
342
+37
540
$6.54K ﹤0.01%
29
541
$6.43K ﹤0.01%
117
-135
542
$6.42K ﹤0.01%
19
543
$6.25K ﹤0.01%
702
544
$6.12K ﹤0.01%
209
-112
545
$6.1K ﹤0.01%
111
546
$6.06K ﹤0.01%
111
547
$6.04K ﹤0.01%
41
548
$6.04K ﹤0.01%
78
-195
549
$5.96K ﹤0.01%
79
550
$5.95K ﹤0.01%
35
+29
20 21
22
23 24