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
401
$19.6K ﹤0.01%
386
-25
402
$19.4K ﹤0.01%
+419
403
$19.4K ﹤0.01%
150
+50
404
$19.4K ﹤0.01%
321
405
$18.9K ﹤0.01%
+250
406
$18.4K ﹤0.01%
108
407
$18.4K ﹤0.01%
91
+17
408
$18.4K ﹤0.01%
152
409
$18K ﹤0.01%
112
-87
410
$18K ﹤0.01%
167
+1
411
$17.6K ﹤0.01%
1,436
412
$17.4K ﹤0.01%
167
413
$16.8K ﹤0.01%
456
+66
414
$16.8K ﹤0.01%
114
415
$16.8K ﹤0.01%
74
416
$16.3K ﹤0.01%
69
+1
417
$16.3K ﹤0.01%
568
+64
418
$16.2K ﹤0.01%
114
419
$16.2K ﹤0.01%
443
+55
420
$15.7K ﹤0.01%
366
421
$15.5K ﹤0.01%
119
422
$15.5K ﹤0.01%
+315
423
$15.5K ﹤0.01%
129
+47
424
$15.5K ﹤0.01%
465
425
$15.3K ﹤0.01%
159
+41
15 16
17
18 19