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
1
$74.9M 5.7%
294,139
-6,683
2
$72.2M 5.49%
174,243
-13,347
3
$54.9M 4.18%
74,739
-2,145
4
$53.2M 4.04%
218,252
-3,074
5
$50.4M 3.84%
247,620
-2,193
6
$48.2M 3.66%
141,051
-2,452
7
$47M 3.58%
214,227
-5,645
8
$41.9M 3.19%
194,000
-7,600
9
$39.5M 3%
162,423
-10,305
10
$38.4M 2.92%
76,400
-1,459
11
$35.3M 2.69%
189,382
-3,852
12
$34M 2.58%
124,063
-3,910
13
$30.7M 2.33%
67,082
-1,473
14
$29M 2.21%
296,429
-8,567
15
$25.4M 1.93%
133,654
-2,897
16
$24.5M 1.87%
163,605
-3,187
17
$24.4M 1.86%
47,085
-886
18
$19.9M 1.52%
757,846
-21,782
19
$18M 1.37%
95,941
-8
20
$17.9M 1.36%
65,745
-1,566
21
$17.5M 1.33%
124,472
-2,913
22
$16.7M 1.27%
29,725
-236
23
$16.2M 1.23%
141,231
-3,670
24
$15.4M 1.17%
182,020
-5,314
25
$15M 1.14%
24,553
+756
1
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