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
551
$5.92K ﹤0.01%
18
-3
552
$5.87K ﹤0.01%
136
553
$5.87K ﹤0.01%
24
554
$5.84K ﹤0.01%
133
555
$5.71K ﹤0.01%
497
556
$5.67K ﹤0.01%
178
+135
557
$5.62K ﹤0.01%
200
558
$5.58K ﹤0.01%
41
559
$5.48K ﹤0.01%
284
560
$5.47K ﹤0.01%
212
561
$5.46K ﹤0.01%
70
562
$5.39K ﹤0.01%
32
563
$5.37K ﹤0.01%
30
564
$5.25K ﹤0.01%
15
+1
565
$5.15K ﹤0.01%
+304
566
$5.11K ﹤0.01%
63
+12
567
$5.06K ﹤0.01%
168
568
$5.06K ﹤0.01%
39
569
$5.04K ﹤0.01%
53
570
$5K ﹤0.01%
21
+16
571
$5K ﹤0.01%
9
+1
572
$4.99K ﹤0.01%
59
+22
573
$4.84K ﹤0.01%
202
+90
574
$4.83K ﹤0.01%
477
575
$4.79K ﹤0.01%
217
+186
21 22
23
24 25