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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.05M
3
+$631K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$552K
5
NVDA icon
NVIDIA
NVDA
+$482K

Top Sells

1
+$2.35M
2
+$972K
3
+$908K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$906K
5
META icon
Meta Platforms (Facebook)
META
+$871K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.33M 0.43%
20,786
+110
52
$4.96M 0.4%
61,441
+2,817
53
$4.05M 0.33%
13,128
-5
54
$4.05M 0.33%
13,309
+50
55
$3.75M 0.3%
54,049
-481
56
$3.67M 0.3%
26,992
-60
57
$3.64M 0.3%
5
58
$3.64M 0.3%
51,403
-2,440
59
$3.39M 0.28%
59,496
-391
60
$3.16M 0.26%
17,034
-139
61
$2.92M 0.24%
18,339
+60
62
$2.83M 0.23%
105,996
+330
63
$2.81M 0.23%
57,395
+973
64
$2.76M 0.22%
27,325
-1,010
65
$2.56M 0.21%
6,982
+4
66
$2.54M 0.21%
7,125
+351
67
$2.53M 0.21%
16,126
-506
68
$2.51M 0.2%
15,244
+299
69
$2.49M 0.2%
10,489
-117
70
$2.45M 0.2%
12,914
+11,709
71
$2.21M 0.18%
21,896
-398
72
$2.03M 0.16%
22,660
73
$2M 0.16%
7,752
-553
74
$1.96M 0.16%
26,630
-302
75
$1.93M 0.16%
24,810
+7,797
1 2
3
4 5