WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
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
576
$12K ﹤0.01%
173
577
$12K ﹤0.01%
370
-2
578
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72
579
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315
-5
580
$11K ﹤0.01%
259
581
$11K ﹤0.01%
367
582
$11K ﹤0.01%
108
+3
583
$11K ﹤0.01%
758
584
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131
585
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179
+3
586
$11K ﹤0.01%
70
+16
587
$11K ﹤0.01%
39
588
$11K ﹤0.01%
1,500
589
$11K ﹤0.01%
107
590
$11K ﹤0.01%
220
591
$11K ﹤0.01%
414
592
$11K ﹤0.01%
830
+5
593
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148
-70
594
$11K ﹤0.01%
905
+173
595
$11K ﹤0.01%
236
596
$11K ﹤0.01%
642
+58
597
$11K ﹤0.01%
2,217
598
$10K ﹤0.01%
45
599
$10K ﹤0.01%
197
-859
600
$10K ﹤0.01%
22
+1
22 23
24
25 26