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
301
$52.6K 0.01%
750
+100
302
$52K 0.01%
825
+195
303
$51.9K 0.01%
627
+452
304
$51.7K ﹤0.01%
460
+3
305
$51.3K ﹤0.01%
442
306
$50.9K ﹤0.01%
750
307
$50.4K ﹤0.01%
581
+500
308
$49.8K ﹤0.01%
1,232
309
$49.8K ﹤0.01%
251
-82
310
$49.4K ﹤0.01%
765
311
$49.3K ﹤0.01%
87
+9
312
$49.3K ﹤0.01%
806
313
$48.8K ﹤0.01%
1,129
314
$48.7K ﹤0.01%
436
315
$48.4K ﹤0.01%
670
316
$47.6K ﹤0.01%
616
+172
317
$47.6K ﹤0.01%
189
-1
318
$46.7K ﹤0.01%
84
-20
319
$46.7K ﹤0.01%
91
-18
320
$46.3K ﹤0.01%
200
-26
321
$46K ﹤0.01%
193
-65
322
$45.3K ﹤0.01%
+552
323
$45.1K ﹤0.01%
240
324
$44.8K ﹤0.01%
227
325
$44.6K ﹤0.01%
780
11 12
13
14 15