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
326
$43.9K ﹤0.01%
92
327
$43.8K ﹤0.01%
353
+193
328
$43.6K ﹤0.01%
217
-600
329
$43.1K ﹤0.01%
462
+4
330
$42.8K ﹤0.01%
901
331
$41.8K ﹤0.01%
217
332
$41.1K ﹤0.01%
80
-38
333
$40.9K ﹤0.01%
170
334
$40.3K ﹤0.01%
245
-200
335
$39.9K ﹤0.01%
219
336
$39.2K ﹤0.01%
268
-56
337
$38.9K ﹤0.01%
900
338
$38.6K ﹤0.01%
321
339
$38.3K ﹤0.01%
1,035
+326
340
$38K ﹤0.01%
659
-43
341
$37.3K ﹤0.01%
177
+79
342
$37.1K ﹤0.01%
6,500
343
$37.1K ﹤0.01%
257
-6
344
$35.8K ﹤0.01%
+200
345
$35.2K ﹤0.01%
349
346
$34.9K ﹤0.01%
477
-57
347
$34.8K ﹤0.01%
1,000
-68
348
$34.8K ﹤0.01%
50
349
$34.7K ﹤0.01%
440
-286
350
$34.3K ﹤0.01%
2,000
12 13
14
15 16