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
576
$4.76K ﹤0.01%
64
+12
577
$4.48K ﹤0.01%
+14
578
$4.43K ﹤0.01%
379
579
$4.39K ﹤0.01%
85
580
$4.37K ﹤0.01%
410
581
$4.37K ﹤0.01%
42
582
$4.37K ﹤0.01%
29
583
$4.31K ﹤0.01%
135
584
$4.17K ﹤0.01%
96
585
$4.05K ﹤0.01%
196
586
$3.92K ﹤0.01%
31
+3
587
$3.55K ﹤0.01%
194
588
$3.26K ﹤0.01%
59
589
$3.23K ﹤0.01%
9
590
$2.95K ﹤0.01%
253
591
$2.95K ﹤0.01%
72
+4
592
$2.94K ﹤0.01%
224
593
$2.9K ﹤0.01%
22
594
$2.89K ﹤0.01%
79
+71
595
$2.73K ﹤0.01%
110
596
$2.68K ﹤0.01%
150
597
$2.64K ﹤0.01%
141
598
$2.62K ﹤0.01%
133
599
$2.48K ﹤0.01%
264
600
$2.47K ﹤0.01%
175
22 23
24
25 26