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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.05M
3
+$631K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$552K
5
NVDA icon
NVIDIA
NVDA
+$482K

Top Sells

1
+$2.35M
2
+$972K
3
+$908K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$906K
5
META icon
Meta Platforms (Facebook)
META
+$871K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.15%
7,045
77
$1.9M 0.15%
6,675
+201
78
$1.87M 0.15%
5,857
-100
79
$1.68M 0.14%
21,187
+100
80
$1.52M 0.12%
6,849
81
$1.51M 0.12%
10,328
+58
82
$1.44M 0.12%
1,375
-119
83
$1.41M 0.11%
3,332
-1,107
84
$1.41M 0.11%
23,840
-3,296
85
$1.38M 0.11%
2,215
-142
86
$1.35M 0.11%
31,777
-3,215
87
$1.33M 0.11%
32,150
-187
88
$1.29M 0.1%
2,442
+214
89
$1.28M 0.1%
2,555
90
$1.24M 0.1%
14,912
-2,543
91
$1.22M 0.1%
4,188
92
$1.19M 0.1%
24,647
93
$1.18M 0.1%
5,176
-65
94
$1.18M 0.1%
4,100
95
$1.11M 0.09%
42,038
+9,480
96
$1.1M 0.09%
2,711
+44
97
$1.1M 0.09%
4,767
+59
98
$1.08M 0.09%
44,720
-2,817
99
$1.05M 0.09%
2,696
-30
100
$1.04M 0.08%
3,766
-19
2 3
4
5 6