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
$1.04B
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$647K
3
+$515K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$450K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$409K

Top Sells

1
+$3.15M
2
+$2.11M
3
+$1.87M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.4M

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
276
$71K 0.01%
876
+11
277
$70K 0.01%
1,276
278
$68.6K 0.01%
110
-15
279
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331
280
$64.9K 0.01%
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281
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339
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282
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1,030
283
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284
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248
-15
285
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449
286
$61.5K 0.01%
400
287
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460
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288
$61.1K 0.01%
2,016
289
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980
-100
291
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192
292
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293
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294
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295
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711
296
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354
297
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705
298
$54.2K 0.01%
524
299
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937
-109
300
$54K 0.01%
1,456
10 11
12
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