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
301
$55.2K 0.01%
901
-999
302
$55.2K 0.01%
608
-1,112
303
$54.7K 0.01%
514
304
$54.2K 0.01%
400
-279
305
$53.3K 0.01%
261
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306
$53.2K 0.01%
500
307
$51.9K 0.01%
620
308
$51.1K 0.01%
900
309
$50.7K 0.01%
2,100
310
$50.2K 0.01%
740
-1,111
311
$49.9K 0.01%
457
+1
312
$49.9K 0.01%
461
313
$48.6K 0.01%
800
314
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518
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315
$48.1K 0.01%
231
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316
$48K 0.01%
711
317
$47.2K 0.01%
670
318
$46.4K 0.01%
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319
$46.4K 0.01%
650
320
$46.2K 0.01%
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321
$44.9K ﹤0.01%
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322
$43.4K ﹤0.01%
7,500
323
$41.7K ﹤0.01%
398
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324
$41.7K ﹤0.01%
1,129
325
$40.9K ﹤0.01%
448
+2
11 12
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14 15