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
351
$34.3K ﹤0.01%
59
352
$33.7K ﹤0.01%
+1,454
353
$33.4K ﹤0.01%
526
354
$33K ﹤0.01%
934
355
$32.6K ﹤0.01%
500
-320
356
$32.4K ﹤0.01%
511
357
$32K ﹤0.01%
795
358
$31.7K ﹤0.01%
70
359
$31K ﹤0.01%
67
360
$30.7K ﹤0.01%
560
361
$30.6K ﹤0.01%
400
362
$29.1K ﹤0.01%
50
363
$28.7K ﹤0.01%
1,100
364
$28.5K ﹤0.01%
880
365
$27.8K ﹤0.01%
50
366
$27.4K ﹤0.01%
571
367
$27K ﹤0.01%
61
368
$26.7K ﹤0.01%
404
369
$26.3K ﹤0.01%
+330
370
$26.2K ﹤0.01%
1,141
371
$25.9K ﹤0.01%
202
+4
372
$25.5K ﹤0.01%
93
373
$25.4K ﹤0.01%
2,228
-293
374
$25.3K ﹤0.01%
400
375
$25.2K ﹤0.01%
339
+24
13 14
15
16 17