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
376
$25.1K ﹤0.01%
+820
377
$25K ﹤0.01%
101
378
$25K ﹤0.01%
183
-297
379
$24.8K ﹤0.01%
151
380
$24.4K ﹤0.01%
2,960
381
$24.3K ﹤0.01%
+120
382
$24.2K ﹤0.01%
1,000
383
$24K ﹤0.01%
1,200
384
$23.4K ﹤0.01%
458
-74
385
$23K ﹤0.01%
673
-480
386
$22.5K ﹤0.01%
290
387
$22.3K ﹤0.01%
86
388
$22.2K ﹤0.01%
965
389
$22.2K ﹤0.01%
1,200
390
$22K ﹤0.01%
274
+41
391
$21.9K ﹤0.01%
2,077
392
$21.7K ﹤0.01%
300
+232
393
$21.6K ﹤0.01%
140
-8
394
$21.6K ﹤0.01%
1,167
+563
395
$21.6K ﹤0.01%
521
+185
396
$21.1K ﹤0.01%
876
+28
397
$21K ﹤0.01%
886
+91
398
$21K ﹤0.01%
1,000
399
$20.5K ﹤0.01%
1,654
+278
400
$20.2K ﹤0.01%
+213
14 15
16
17 18