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
651
$2.63K ﹤0.01%
175
652
$2.54K ﹤0.01%
194
653
$2.51K ﹤0.01%
47
654
$2.47K ﹤0.01%
106
655
$2.25K ﹤0.01%
224
656
$2.24K ﹤0.01%
133
657
$2.24K ﹤0.01%
+48
658
$2.23K ﹤0.01%
+33
659
$2.1K ﹤0.01%
95
660
$1.99K ﹤0.01%
200
661
$1.97K ﹤0.01%
49
662
$1.96K ﹤0.01%
+103
663
$1.93K ﹤0.01%
274
-68
664
$1.93K ﹤0.01%
37
665
$1.91K ﹤0.01%
78
666
$1.84K ﹤0.01%
+81
667
$1.78K ﹤0.01%
119
668
$1.71K ﹤0.01%
72
669
$1.63K ﹤0.01%
253
670
$1.62K ﹤0.01%
141
671
$1.58K ﹤0.01%
125
672
$1.45K ﹤0.01%
+83
673
$1.44K ﹤0.01%
31
+13
674
$1.24K ﹤0.01%
160
-134
675
$1.16K ﹤0.01%
+38
25 26
27
28 29