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
126
$581K 0.05%
2,993
-1,228
127
$581K 0.05%
3,703
128
$556K 0.05%
+7,063
129
$540K 0.04%
12,988
130
$522K 0.04%
947
+772
131
$521K 0.04%
2,385
+44
132
$521K 0.04%
14,546
133
$513K 0.04%
22,377
+67
134
$506K 0.04%
14,975
135
$492K 0.04%
17,000
+164
136
$489K 0.04%
1,119
137
$487K 0.04%
1,878
138
$478K 0.04%
13,826
+3,101
139
$469K 0.04%
21,228
140
$469K 0.04%
2,259
+122
141
$468K 0.04%
4,904
-62
142
$461K 0.04%
6,647
143
$459K 0.04%
1,950
-390
144
$419K 0.03%
5,234
+22
145
$415K 0.03%
3,044
-1,000
146
$413K 0.03%
4,600
147
$408K 0.03%
5,579
148
$396K 0.03%
1,299
149
$385K 0.03%
1,600
150
$379K 0.03%
8,767
4 5
6
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