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
601
$2.44K ﹤0.01%
106
602
$2.42K ﹤0.01%
184
603
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26
604
$2.23K ﹤0.01%
166
+29
605
$2.23K ﹤0.01%
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606
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342
607
$2.22K ﹤0.01%
444
608
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+95
609
$2.17K ﹤0.01%
47
610
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294
611
$2.02K ﹤0.01%
37
612
$1.98K ﹤0.01%
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613
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209
614
$1.9K ﹤0.01%
+33
615
$1.81K ﹤0.01%
200
616
$1.8K ﹤0.01%
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617
$1.62K ﹤0.01%
49
618
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619
$1.49K ﹤0.01%
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620
$1.27K ﹤0.01%
49
621
$1.19K ﹤0.01%
72
622
$1.19K ﹤0.01%
125
623
$1.18K ﹤0.01%
32
624
$988 ﹤0.01%
205
625
$966 ﹤0.01%
35
23 24
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