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
101
$1.03M 0.08%
7,757
-40
102
$1.03M 0.08%
16,638
+14
103
$965K 0.08%
5,300
104
$891K 0.07%
6,222
-910
105
$891K 0.07%
1,143
+13
106
$882K 0.07%
6,062
+14
107
$861K 0.07%
2,711
-122
108
$854K 0.07%
17,260
+114
109
$838K 0.07%
35,871
+29
110
$808K 0.07%
4,997
111
$770K 0.06%
11,294
-600
112
$750K 0.06%
758
113
$727K 0.06%
25,372
114
$722K 0.06%
6,869
115
$720K 0.06%
6,326
-11
116
$719K 0.06%
17,019
+660
117
$698K 0.06%
8,823
+141
118
$691K 0.06%
869
119
$684K 0.06%
966
120
$668K 0.05%
6,109
+7
121
$660K 0.05%
2,393
-92
122
$653K 0.05%
5,378
123
$649K 0.05%
4,840
-20
124
$622K 0.05%
10,369
-1,839
125
$595K 0.05%
2,619
3 4
5
6 7