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
$915M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$481K
3
+$416K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$324K
5
LNT icon
Alliant Energy
LNT
+$265K

Top Sells

1
+$39.6M
2
+$17.3M
3
+$16.5M
4
VTV icon
Vanguard Value ETF
VTV
+$15M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.79M

Sector Composition

1 Healthcare 18.5%
2 Industrials 14.38%
3 Technology 14.07%
4 Consumer Discretionary 10.71%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71.4K 0.01%
4,174
277
$70.8K 0.01%
1,775
278
$69.7K 0.01%
418
+1
279
$69.7K 0.01%
1,015
-9
280
$69.3K 0.01%
3,207
281
$68.2K 0.01%
2,371
-2,579
282
$67.6K 0.01%
535
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283
$66.6K 0.01%
198
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284
$66.5K 0.01%
1,046
285
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150
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286
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1,030
287
$66K 0.01%
248
288
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1,609
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289
$64.3K 0.01%
555
290
$64.3K 0.01%
1,276
291
$64.1K 0.01%
2,044
292
$63.4K 0.01%
694
293
$63.3K 0.01%
423
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294
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295
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323
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296
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424
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297
$59.5K 0.01%
941
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298
$57.7K 0.01%
1,953
+237
299
$55.9K 0.01%
202
-399
300
$55.7K 0.01%
1,080
10 11
12
13 14