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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$2.56M
3
+$1.07M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$534K
5
NKE icon
Nike
NKE
+$481K

Top Sells

1
+$11.7M
2
+$4.97M
3
+$2.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.04M
5
MSGE icon
Madison Square Garden
MSGE
+$1.75M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.1K ﹤0.01%
32
652
$1.02K ﹤0.01%
367
653
$999 ﹤0.01%
23
654
$972 ﹤0.01%
195
655
$969 ﹤0.01%
65
656
$958 ﹤0.01%
16
+2
657
$148 ﹤0.01%
5
658
$67 ﹤0.01%
5
659
$1 ﹤0.01%
1
660
– –
-419
661
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-500
662
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-26
663
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-21
664
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-125
665
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-300
666
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667
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-987
668
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669
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670
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-64
671
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-3,000
672
– –
-2,000
673
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-51
674
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-18
675
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-75
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