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
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.19M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$622K
5
NVDA icon
NVIDIA
NVDA
+$602K

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.38M
4
VTV icon
Vanguard Value ETF
VTV
+$1.31M
5
CP icon
Canadian Pacific Kansas City
CP
+$973K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
364
552
$15K ﹤0.01%
108
553
$15K ﹤0.01%
86
-6
554
$14K ﹤0.01%
1,200
555
$14K ﹤0.01%
1,019
556
$14K ﹤0.01%
358
557
$14K ﹤0.01%
164
558
$13K ﹤0.01%
+190
559
$13K ﹤0.01%
416
560
$13K ﹤0.01%
966
+212
561
$13K ﹤0.01%
193
562
$13K ﹤0.01%
225
563
$13K ﹤0.01%
162
-17
564
$13K ﹤0.01%
165
565
$13K ﹤0.01%
177
566
$12K ﹤0.01%
136
+2
567
$12K ﹤0.01%
71
568
$12K ﹤0.01%
568
-69
569
$12K ﹤0.01%
147
570
$12K ﹤0.01%
202
571
$12K ﹤0.01%
455
572
$12K ﹤0.01%
326
+175
573
$12K ﹤0.01%
55
574
$12K ﹤0.01%
85
575
$12K ﹤0.01%
269
21 22
23
24 25