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
401
$22.7K ﹤0.01%
+453
402
$22.4K ﹤0.01%
600
403
$22.2K ﹤0.01%
418
404
$22.2K ﹤0.01%
1,209
405
$22.1K ﹤0.01%
312
-10
406
$21.9K ﹤0.01%
965
-2,202
407
$21.8K ﹤0.01%
1,200
408
$21.8K ﹤0.01%
225
-12
409
$21.3K ﹤0.01%
2,077
410
$21.3K ﹤0.01%
803
-134
411
$21.2K ﹤0.01%
500
412
$21.1K ﹤0.01%
607
-1,009
413
$20.9K ﹤0.01%
351
414
$20.8K ﹤0.01%
203
415
$20.8K ﹤0.01%
880
-900
416
$20.8K ﹤0.01%
120
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417
$20.8K ﹤0.01%
896
418
$20.5K ﹤0.01%
643
-2,126
419
$20.5K ﹤0.01%
93
420
$20.2K ﹤0.01%
229
-435
421
$20.1K ﹤0.01%
2,116
-3,840
422
$20.1K ﹤0.01%
936
-46
423
$19.8K ﹤0.01%
1,223
+53
424
$19.7K ﹤0.01%
153
-269
425
$19K ﹤0.01%
326
-38
15 16
17
18 19