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
576
$12K ﹤0.01%
173
577
$12K ﹤0.01%
370
-2
578
$12K ﹤0.01%
72
579
$12K ﹤0.01%
315
-5
580
$11K ﹤0.01%
758
581
$11K ﹤0.01%
131
582
$11K ﹤0.01%
179
+3
583
$11K ﹤0.01%
70
+16
584
$11K ﹤0.01%
39
585
$11K ﹤0.01%
148
-70
586
$11K ﹤0.01%
905
+173
587
$11K ﹤0.01%
236
588
$11K ﹤0.01%
642
+58
589
$11K ﹤0.01%
2,217
590
$11K ﹤0.01%
259
591
$11K ﹤0.01%
367
592
$11K ﹤0.01%
108
+3
593
$11K ﹤0.01%
1,500
594
$11K ﹤0.01%
107
595
$11K ﹤0.01%
414
596
$11K ﹤0.01%
220
597
$11K ﹤0.01%
830
+5
598
$10K ﹤0.01%
92
599
$10K ﹤0.01%
1,227
600
$10K ﹤0.01%
253
-44
22 23
24
25 26