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
826
$3K ﹤0.01%
36
+2
827
$3K ﹤0.01%
20
+1
828
$3K ﹤0.01%
182
829
$3K ﹤0.01%
107
830
$3K ﹤0.01%
47
+2
831
$3K ﹤0.01%
31
+1
832
$3K ﹤0.01%
95
+3
833
$3K ﹤0.01%
170
834
$3K ﹤0.01%
100
835
$3K ﹤0.01%
126
836
$3K ﹤0.01%
163
837
$3K ﹤0.01%
26
838
$2K ﹤0.01%
78
+50
839
$2K ﹤0.01%
70
840
$2K ﹤0.01%
+49
841
$2K ﹤0.01%
+125
842
$2K ﹤0.01%
197
843
$2K ﹤0.01%
114
844
$2K ﹤0.01%
539
845
$2K ﹤0.01%
52
+2
846
$2K ﹤0.01%
28
847
$2K ﹤0.01%
27
848
$2K ﹤0.01%
114
+3
849
$2K ﹤0.01%
17
850
$2K ﹤0.01%
+19
32 33
34
35 36