We are live on ! Find out more
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
901
– –
-153
902
$0 ﹤0.01%
41
903
– –
-140
904
– –
-523
905
– –
-497
906
– –
-328
907
– –
-800
908
– –
-3,000
909
$0 ﹤0.01%
10
-35
910
– –
-281
911
– –
-708
912
– –
-329
913
– –
-61
914
– –
-321
915
– –
-1,996
916
– –
-5,000
917
– –
-4,392
918
– –
-273
919
– –
-29
920
– –
-324
921
– –
-245
922
– –
-2,187
923
$0 ﹤0.01%
1
924
– –
-586
925
– –
-203
35 36
37
38 39