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
$915M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$790K
3
+$497K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$448K
5
LNT icon
Alliant Energy
LNT
+$256K

Top Sells

1
+$39.3M
2
+$16.7M
3
+$16.4M
4
VTV icon
Vanguard Value ETF
VTV
+$14.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.72M

Sector Composition

1 Healthcare 18.5%
2 Industrials 14.38%
3 Technology 14.07%
4 Consumer Discretionary 10.71%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$253 ﹤0.01%
10
777
$149 ﹤0.01%
999
778
$84 ﹤0.01%
77
779
$55 ﹤0.01%
83
780
$40 ﹤0.01%
5
781
$30 ﹤0.01%
41
782
– –
-54
783
– –
-270
784
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-24
785
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-507
786
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-269
787
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-183
788
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-69
789
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-165
790
– –
-1,994
791
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-44
792
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-5,040
793
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-52
794
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-476
795
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-567
796
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-2,531
797
– –
-14,060
798
– –
-3
799
– –
-1,604
800
– –
-5,854
30 31
32
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