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
326
$40.8K ﹤0.01%
244
-293
327
$39.8K ﹤0.01%
995
-275
328
$39.8K ﹤0.01%
757
-1,088
329
$39.8K ﹤0.01%
576
-780
330
$39.7K ﹤0.01%
579
-398
331
$39.6K ﹤0.01%
269
-123
332
$39.5K ﹤0.01%
1,169
-95
333
$39.5K ﹤0.01%
85
-214
334
$38.7K ﹤0.01%
134
-218
335
$38.2K ﹤0.01%
1,160
-3,144
336
$38K ﹤0.01%
780
-300
337
$37.9K ﹤0.01%
765
338
$37.8K ﹤0.01%
217
339
$37.5K ﹤0.01%
92
-209
340
$37.4K ﹤0.01%
113
-395
341
$37.2K ﹤0.01%
528
342
$36.9K ﹤0.01%
92
-156
343
$36.8K ﹤0.01%
705
344
$36.5K ﹤0.01%
750
345
$36.3K ﹤0.01%
536
-1,856
346
$36.1K ﹤0.01%
158
-26
347
$35.6K ﹤0.01%
50
348
$35.4K ﹤0.01%
1,063
349
$34.5K ﹤0.01%
288
-319
350
$34.1K ﹤0.01%
70
12 13
14
15 16