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
801
$3K ﹤0.01%
74
802
$3K ﹤0.01%
77
-42
803
$3K ﹤0.01%
332
+106
804
$3K ﹤0.01%
382
805
$3K ﹤0.01%
232
806
$3K ﹤0.01%
41
+7
807
$3K ﹤0.01%
71
+11
808
$3K ﹤0.01%
62
809
$3K ﹤0.01%
64
810
$3K ﹤0.01%
23
+3
811
$3K ﹤0.01%
56
+12
812
$3K ﹤0.01%
139
813
$3K ﹤0.01%
77
814
$3K ﹤0.01%
183
-39
815
$3K ﹤0.01%
42
-139
816
$3K ﹤0.01%
57
+5
817
$3K ﹤0.01%
167
+72
818
$3K ﹤0.01%
133
819
$3K ﹤0.01%
239
820
$3K ﹤0.01%
53
-8
821
$3K ﹤0.01%
275
+69
822
$3K ﹤0.01%
223
823
$3K ﹤0.01%
30
+1
824
$3K ﹤0.01%
39
+5
825
$3K ﹤0.01%
159
31 32
33
34 35