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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
$1.07B
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
801
$3K ﹤0.01%
139
802
$3K ﹤0.01%
77
803
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133
804
$3K ﹤0.01%
406
805
$3K ﹤0.01%
239
806
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53
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807
$3K ﹤0.01%
275
+69
808
$3K ﹤0.01%
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39
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811
$3K ﹤0.01%
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812
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36
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817
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
40
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$3K ﹤0.01%
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824
$3K ﹤0.01%
61
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825
$3K ﹤0.01%
61
31 32
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34 35