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
626
$4.46K ﹤0.01%
184
627
$4.42K ﹤0.01%
41
+15
628
$4.4K ﹤0.01%
14
629
$4.27K ﹤0.01%
41
630
$4.27K ﹤0.01%
+106
631
$4.17K ﹤0.01%
168
632
$3.96K ﹤0.01%
42
633
$3.93K ﹤0.01%
+22
634
$3.88K ﹤0.01%
+29
635
$3.83K ﹤0.01%
8
-174
636
$3.83K ﹤0.01%
351
-126
637
$3.81K ﹤0.01%
96
638
$3.79K ﹤0.01%
333
+110
639
$3.79K ﹤0.01%
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640
$3.51K ﹤0.01%
150
641
$3.33K ﹤0.01%
9
642
$3.31K ﹤0.01%
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643
$3.21K ﹤0.01%
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644
$3.19K ﹤0.01%
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645
$3.08K ﹤0.01%
21
+17
646
$2.99K ﹤0.01%
+64
647
$2.98K ﹤0.01%
36
-37
648
$2.86K ﹤0.01%
16
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649
$2.69K ﹤0.01%
49
650
$2.64K ﹤0.01%
9
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24 25
26
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