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
$1.07B
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
701
$6K ﹤0.01%
78
702
$5K ﹤0.01%
108
703
$5K ﹤0.01%
1,727
-7,139
704
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68
705
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149
706
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65
707
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30
708
$5K ﹤0.01%
1,079
-4,919
709
$5K ﹤0.01%
810
710
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68
+6
711
$5K ﹤0.01%
42
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712
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19
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713
$5K ﹤0.01%
44
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$5K ﹤0.01%
666
715
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71
+6
716
$5K ﹤0.01%
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717
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$5K ﹤0.01%
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719
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38
720
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$5K ﹤0.01%
594
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722
$5K ﹤0.01%
198
723
$5K ﹤0.01%
23
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724
$5K ﹤0.01%
+53
725
$5K ﹤0.01%
242
27 28
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