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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
$1.07B
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
676
$6K ﹤0.01%
59
+12
677
$6K ﹤0.01%
41
-14
678
$6K ﹤0.01%
138
679
$6K ﹤0.01%
782
680
$6K ﹤0.01%
75
+6
681
$6K ﹤0.01%
115
+4
682
$6K ﹤0.01%
408
683
$6K ﹤0.01%
158
684
$6K ﹤0.01%
56
685
$6K ﹤0.01%
100
686
$6K ﹤0.01%
246
+30
687
$6K ﹤0.01%
165
688
$6K ﹤0.01%
303
689
$6K ﹤0.01%
286
+12
690
$6K ﹤0.01%
1,018
691
$6K ﹤0.01%
139
692
$6K ﹤0.01%
75
693
$6K ﹤0.01%
208
-975
694
$6K ﹤0.01%
575
+218
695
$6K ﹤0.01%
78
696
$6K ﹤0.01%
68
697
$6K ﹤0.01%
363
+99
698
$6K ﹤0.01%
200
699
$6K ﹤0.01%
3,000
700
$6K ﹤0.01%
28
-3
26 27
28
29 30