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
101
$1.32M 0.1%
15,098
+186
102
$1.31M 0.1%
22,840
-1,000
103
$1.29M 0.1%
35,541
+21,715
104
$1.28M 0.1%
2,676
+121
105
$1.27M 0.1%
4,188
106
$1.19M 0.09%
5,066
-110
107
$1.18M 0.09%
17,282
+13,023
108
$1.17M 0.09%
4,170
+1,785
109
$1.16M 0.09%
42,475
+437
110
$1.14M 0.09%
17,487
+849
111
$1.14M 0.09%
44,720
112
$1.12M 0.09%
3,778
+12
113
$1.09M 0.08%
4,592
-175
114
$1.06M 0.08%
6,062
115
$1.05M 0.08%
26,782
+24,169
116
$1.02M 0.08%
7,757
117
$995K 0.08%
4,100
118
$966K 0.07%
20,039
+15,010
119
$910K 0.07%
16,797
-463
120
$809K 0.06%
9,384
-1,910
121
$795K 0.06%
4,900
-400
122
$787K 0.06%
25,269
-103
123
$787K 0.06%
33,687
-2,184
124
$780K 0.06%
2,364
-29
125
$767K 0.06%
1,006
-137
3 4
5
6 7