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
551
$27K ﹤0.01%
240
-60
552
$27K ﹤0.01%
481
-203
553
$27K ﹤0.01%
1,035
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554
$27K ﹤0.01%
600
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555
$26K ﹤0.01%
418
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556
$26K ﹤0.01%
233
-80
557
$26K ﹤0.01%
890
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558
$25K ﹤0.01%
+1,000
559
$25K ﹤0.01%
623
560
$25K ﹤0.01%
1,200
561
$25K ﹤0.01%
595
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562
$25K ﹤0.01%
2,077
563
$25K ﹤0.01%
776
564
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108
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565
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$25K ﹤0.01%
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$24K ﹤0.01%
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569
$24K ﹤0.01%
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570
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225
572
$24K ﹤0.01%
279
573
$24K ﹤0.01%
93
574
$24K ﹤0.01%
1,822
-80
575
$24K ﹤0.01%
1,436
21 22
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