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
626
$9K ﹤0.01%
123
627
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628
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629
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635
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636
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637
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638
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402
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1,000
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225
641
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46
642
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643
$8K ﹤0.01%
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644
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645
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646
$7K ﹤0.01%
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647
$7K ﹤0.01%
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648
$7K ﹤0.01%
144
649
$7K ﹤0.01%
130
650
$7K ﹤0.01%
37
24 25
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