We are live on ! Find out more
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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.89M
3
+$2.27M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.43M
5
UBER icon
Uber
UBER
+$489K

Top Sells

1
+$3.7M
2
+$2.07M
3
+$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$1.09M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 11.94%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-34
677
– –
-46
678
– –
-17
679
– –
-130
680
– –
-111
681
– –
-8,124
682
– –
-126
683
– –
-26
684
– –
-204
685
– –
-707
686
– –
-128
687
– –
-60
688
– –
-657
689
– –
-116
690
– –
-597
691
– –
-18
692
– –
-75
693
– –
-4
694
– –
-5,290
695
– –
-1,122
696
– –
-18
697
– –
-46
698
– –
-965
699
– –
-15
700
– –
-758
26 27
28
29 30