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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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.16M
3
+$3.29M
4
DOCU
DocuSign
DOCU
+$2.86M
5
VTV icon
Vanguard Value ETF
VTV
+$2.82M

Top Sells

1
+$2.44M
2
+$2.28M
3
+$2.1M
4
PANW icon
Palo Alto Networks
PANW
+$1.64M
5
JPM icon
JPMorgan Chase
JPM
+$1.54M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
100
827
$5K ﹤0.01%
98
+10
828
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23
829
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11
830
$5K ﹤0.01%
32
-6
831
$5K ﹤0.01%
357
832
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99
833
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153
834
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349
835
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+78
836
$5K ﹤0.01%
558
837
$5K ﹤0.01%
38
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838
$4K ﹤0.01%
153
839
$4K ﹤0.01%
108
-18
840
$4K ﹤0.01%
38
841
$4K ﹤0.01%
17
842
$4K ﹤0.01%
44
843
$4K ﹤0.01%
201
+53
844
$4K ﹤0.01%
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845
$4K ﹤0.01%
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846
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125
-26
847
$4K ﹤0.01%
34
848
$4K ﹤0.01%
117
849
$4K ﹤0.01%
13
850
$4K ﹤0.01%
39
-12
32 33
34
35 36