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
351
$33K ﹤0.01%
88
-113
352
$32.9K ﹤0.01%
704
-16
353
$32.8K ﹤0.01%
538
+3
354
$32.8K ﹤0.01%
780
-270
355
$32.6K ﹤0.01%
245
356
$32.5K ﹤0.01%
461
-604
357
$32.3K ﹤0.01%
447
-992
358
$32.1K ﹤0.01%
309
-643
359
$31.6K ﹤0.01%
414
-983
360
$31.4K ﹤0.01%
219
-147
361
$31.1K ﹤0.01%
1,491
362
$30.9K ﹤0.01%
560
363
$30.7K ﹤0.01%
374
-779
364
$30.4K ﹤0.01%
92
-5
365
$30.2K ﹤0.01%
50
366
$30.2K ﹤0.01%
3,000
+1,000
367
$29.9K ﹤0.01%
386
-884
368
$29.9K ﹤0.01%
107
369
$29.8K ﹤0.01%
340
-334
370
$29.7K ﹤0.01%
101
-159
371
$29.7K ﹤0.01%
400
372
$29.5K ﹤0.01%
450
373
$28.6K ﹤0.01%
491
-931
374
$28.3K ﹤0.01%
130
-211
375
$28.1K ﹤0.01%
453
13 14
15
16 17