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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$3.88M
3
+$3.87M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.35M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.01M

Top Sells

1
+$5.19M
2
+$2.16M
3
+$1.7M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.64K ﹤0.01%
+32
602
$5.55K ﹤0.01%
+42
603
$5.52K ﹤0.01%
212
604
$5.48K ﹤0.01%
+198
605
$5.44K ﹤0.01%
219
606
$5.38K ﹤0.01%
41
607
$5.37K ﹤0.01%
59
608
$5.3K ﹤0.01%
+102
609
$5.27K ﹤0.01%
83
610
$5.25K ﹤0.01%
56
-27
611
$5.22K ﹤0.01%
63
612
$5.13K ﹤0.01%
379
613
$5.08K ﹤0.01%
+35
614
$5.05K ﹤0.01%
26
+5
615
$5.05K ﹤0.01%
15
616
$5.04K ﹤0.01%
33
-567
617
$5.04K ﹤0.01%
26
-7
618
$4.97K ﹤0.01%
67
+28
619
$4.92K ﹤0.01%
79
620
$4.89K ﹤0.01%
326
+42
621
$4.76K ﹤0.01%
410
622
$4.75K ﹤0.01%
33
-75
623
$4.73K ﹤0.01%
31
624
$4.72K ﹤0.01%
29
625
$4.67K ﹤0.01%
40
+18
23 24
25
26 27