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
376
$28K ﹤0.01%
+344
377
$28K ﹤0.01%
439
-260
378
$27.9K ﹤0.01%
268
-345
379
$27.5K ﹤0.01%
332
-1,224
380
$27.3K ﹤0.01%
197
+33
381
$27.1K ﹤0.01%
1,000
382
$27K ﹤0.01%
217
383
$26.9K ﹤0.01%
78
384
$26.8K ﹤0.01%
320
385
$26.5K ﹤0.01%
559
386
$26.1K ﹤0.01%
1,035
387
$25.8K ﹤0.01%
228
388
$25.8K ﹤0.01%
597
-198
389
$25.5K ﹤0.01%
337
390
$25.4K ﹤0.01%
2,965
-1,641
391
$25.2K ﹤0.01%
404
-38
392
$25.1K ﹤0.01%
2,426
393
$25K ﹤0.01%
143
-240
394
$24.9K ﹤0.01%
660
-865
395
$24.9K ﹤0.01%
183
396
$24K ﹤0.01%
579
-923
397
$23.3K ﹤0.01%
156
-1
398
$23.2K ﹤0.01%
180
399
$23.1K ﹤0.01%
109
400
$22.8K ﹤0.01%
176
-418
14 15
16
17 18