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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
926
$3K ﹤0.01%
196
927
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266
928
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4
929
$3K ﹤0.01%
6
930
$2K ﹤0.01%
156
931
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5
-384
932
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114
933
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-833
934
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4
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935
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38
936
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70
937
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938
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24
939
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60
940
$2K ﹤0.01%
100
941
$2K ﹤0.01%
+17
942
$2K ﹤0.01%
+26
943
$2K ﹤0.01%
383
944
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367
945
$2K ﹤0.01%
86
946
$2K ﹤0.01%
22
947
$2K ﹤0.01%
58
948
$2K ﹤0.01%
115
949
$2K ﹤0.01%
95
950
$2K ﹤0.01%
15
36 37
38
39 40