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
676
$1.15K ﹤0.01%
913
677
$1.15K ﹤0.01%
41
678
$1.07K ﹤0.01%
205
679
$953 ﹤0.01%
+50
680
$900 ﹤0.01%
32
681
$875 ﹤0.01%
+25
682
$723 ﹤0.01%
+13
683
$708 ﹤0.01%
+19
684
$410 ﹤0.01%
160
685
$50 ﹤0.01%
+14
686
$38 ﹤0.01%
+1
687
$19 ﹤0.01%
5
688
$1 ﹤0.01%
1
689
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690
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692
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693
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694
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699
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700
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