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
726
$5K ﹤0.01%
37
+1
727
$5K ﹤0.01%
16
+5
728
$5K ﹤0.01%
342
729
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367
730
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410
731
$5K ﹤0.01%
473
+12
732
$5K ﹤0.01%
310
733
$5K ﹤0.01%
197
734
$5K ﹤0.01%
992
+209
735
$5K ﹤0.01%
513
736
$4K ﹤0.01%
160
737
$4K ﹤0.01%
389
738
$4K ﹤0.01%
36
+2
739
$4K ﹤0.01%
118
+10
740
$4K ﹤0.01%
38
741
$4K ﹤0.01%
204
742
$4K ﹤0.01%
37
743
$4K ﹤0.01%
2
-1
744
$4K ﹤0.01%
85
+30
745
$4K ﹤0.01%
270
746
$4K ﹤0.01%
130
+6
747
$4K ﹤0.01%
500
748
$4K ﹤0.01%
78
+1
749
$4K ﹤0.01%
81
750
$4K ﹤0.01%
152
28 29
30
31 32