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
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.18M
3
+$626K
4
EW icon
Edwards Lifesciences
EW
+$609K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$494K

Top Sells

1
+$5.72M
2
+$5.38M
3
+$2.93M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
PWR icon
Quanta Services
PWR
+$1.91M

Sector Composition

1 Technology 19.43%
2 Communication Services 14.73%
3 Healthcare 12.88%
4 Industrials 11.85%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNT icon
201
Alliant Energy
LNT
$18.8B
$251K 0.02%
3,866
GWRE icon
202
Guidewire Software
GWRE
$12.4B
$251K 0.02%
1,250
SYK icon
203
Stryker
SYK
$127B
$249K 0.02%
709
-28
DFSU icon
204
Dimensional US Sustainability Core 1 ETF
DFSU
$1.89B
$239K 0.02%
5,492
+12
MDLZ icon
205
Mondelez International
MDLZ
$73.8B
$237K 0.02%
4,406
AMTM
206
Amentum Holdings
AMTM
$6.51B
$236K 0.02%
8,130
-133
NI icon
207
NiSource
NI
$22.8B
$235K 0.02%
5,622
-220
DFGX icon
208
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
$1.48B
$233K 0.02%
+4,420
SHEL icon
209
Shell
SHEL
$264B
$232K 0.02%
3,163
CW icon
210
Curtiss-Wright
CW
$25.8B
$232K 0.02%
421
SCHR icon
211
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.7B
$229K 0.02%
9,150
-625
IVW icon
212
iShares S&P 500 Growth ETF
IVW
$62.4B
$229K 0.02%
1,855
-12
BAM icon
213
Brookfield Asset Management
BAM
$72B
$228K 0.02%
4,360
RSP icon
214
Invesco S&P 500 Equal Weight ETF
RSP
$85.9B
$225K 0.02%
1,173
+16
VTES icon
215
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.84B
$225K 0.02%
2,210
+15
SHOP icon
216
Shopify
SHOP
$153B
$220K 0.02%
1,368
-138
VRTX icon
217
Vertex Pharmaceuticals
VRTX
$110B
$219K 0.02%
483
+134
ALL icon
218
Allstate
ALL
$54.6B
$219K 0.02%
1,050
CTSH icon
219
Cognizant
CTSH
$29.4B
$213K 0.02%
2,565
GD icon
220
General Dynamics
GD
$94.4B
$212K 0.02%
628
-96
AMP icon
221
Ameriprise Financial
AMP
$39.2B
$206K 0.02%
420
MPLX icon
222
MPLX
MPLX
$56.1B
$204K 0.02%
+3,825
MTX icon
223
Minerals Technologies
MTX
$2.15B
$201K 0.02%
3,300
OTIS icon
224
Otis Worldwide
OTIS
$30.3B
$201K 0.02%
2,300
HON icon
225
Honeywell
HON
$142B
$196K 0.02%
1,005
+56
7 8
9
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