WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$736K
3
+$562K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$506K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$441K

Top Sells

1
+$3.45M
2
+$2.38M
3
+$2.19M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.81M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.45M

Sector Composition

1 Technology 19.07%
2 Healthcare 15.65%
3 Consumer Discretionary 12.64%
4 Industrials 12.51%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$124K 0.01%
3,300
227
$124K 0.01%
3,242
228
$124K 0.01%
938
229
$123K 0.01%
289
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230
$123K 0.01%
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231
$121K 0.01%
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232
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233
$118K 0.01%
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234
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235
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236
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884
237
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987
238
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239
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911
240
$108K 0.01%
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241
$105K 0.01%
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242
$101K 0.01%
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243
$101K 0.01%
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244
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350
245
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246
$100K 0.01%
2,444
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247
$99.8K 0.01%
13,500
248
$99.3K 0.01%
650
249
$98.7K 0.01%
2,544
250
$98.1K 0.01%
275
8 9
10
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