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
51
$5.64M 0.43%
199,090
-3,255
52
$5.16M 0.39%
20,368
-418
53
$5.13M 0.39%
63,186
+1,745
54
$4.8M 0.37%
4,957
+4,918
55
$4.28M 0.33%
13,038
-271
56
$3.91M 0.3%
+81,477
57
$3.88M 0.3%
16,749
-285
58
$3.85M 0.29%
13,128
59
$3.77M 0.29%
5
60
$3.7M 0.28%
54,141
+92
61
$3.62M 0.28%
27,057
+65
62
$3.56M 0.27%
59,488
-8
63
$3.4M 0.26%
51,301
-102
64
$2.83M 0.22%
6,982
65
$2.75M 0.21%
101,946
-4,050
66
$2.74M 0.21%
59,955
+28,178
67
$2.72M 0.21%
17,698
-641
68
$2.7M 0.21%
15,467
+223
69
$2.7M 0.21%
7,211
+86
70
$2.69M 0.2%
10,584
+95
71
$2.42M 0.18%
+64,012
72
$2.38M 0.18%
7,045
73
$2.29M 0.17%
31,591
+26,504
74
$2.29M 0.17%
7,598
-154
75
$2.22M 0.17%
70,462
+66,766
1 2
3
4 5