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
$1.31B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$3.88M
3
+$3.87M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.35M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.01M

Top Sells

1
+$5.19M
2
+$2.16M
3
+$1.7M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 20.53%
2 Communication Services 13.44%
3 Industrials 12.07%
4 Healthcare 12%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.16%
22,692
+32
77
$2.01M 0.15%
6,835
+160
78
$2M 0.15%
26,917
+287
79
$1.97M 0.15%
5,917
+60
80
$1.85M 0.14%
25,600
+790
81
$1.83M 0.14%
21,915
+19
82
$1.75M 0.13%
18,340
-8,985
83
$1.74M 0.13%
+37,699
84
$1.72M 0.13%
6,849
85
$1.72M 0.13%
10,266
-62
86
$1.66M 0.13%
13,284
+370
87
$1.6M 0.12%
+42,994
88
$1.59M 0.12%
10,648
-5,478
89
$1.58M 0.12%
1,351
-24
90
$1.55M 0.12%
3,307
-25
91
$1.55M 0.12%
19,374
-1,813
92
$1.55M 0.12%
36,188
+19,169
93
$1.51M 0.11%
2,251
+36
94
$1.49M 0.11%
+49,088
95
$1.47M 0.11%
32,150
96
$1.43M 0.11%
2,325
-117
97
$1.41M 0.11%
2,897
+186
98
$1.35M 0.1%
25,280
+633
99
$1.33M 0.1%
2,780
+84
100
$1.32M 0.1%
2,967
+256
2 3
4
5 6