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
926
– –
-1,933
927
$0 ﹤0.01%
+24
928
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-615
929
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-106
930
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-863
931
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-192
932
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-28
933
$0 ﹤0.01%
5
934
– –
-249
935
– –
-1,472
936
– –
-37
937
– –
-98
938
$0 ﹤0.01%
145
-183
939
$0 ﹤0.01%
83
940
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941
$0 ﹤0.01%
999
942
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943
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-1,971
944
$0 ﹤0.01%
5
945
– –
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946
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947
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-153
948
– –
-4,392
949
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950
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-58
35 36 37
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