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
$1.41B
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
926
$3K ﹤0.01%
37
927
$3K ﹤0.01%
+30
928
$3K ﹤0.01%
151
929
$3K ﹤0.01%
44
930
$2K ﹤0.01%
70
931
$2K ﹤0.01%
50
-62
932
$2K ﹤0.01%
24
933
$2K ﹤0.01%
60
934
$2K ﹤0.01%
100
935
$2K ﹤0.01%
+17
936
$2K ﹤0.01%
+26
937
$2K ﹤0.01%
383
938
$2K ﹤0.01%
367
939
$2K ﹤0.01%
95
940
$2K ﹤0.01%
15
941
$2K ﹤0.01%
156
942
$2K ﹤0.01%
5
-384
943
$2K ﹤0.01%
114
944
$2K ﹤0.01%
+36
945
$2K ﹤0.01%
34
-39
946
$2K ﹤0.01%
31
947
$2K ﹤0.01%
100
-833
948
$2K ﹤0.01%
4
-1
949
$2K ﹤0.01%
38
950
$2K ﹤0.01%
86
36 37
38
39 40