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
426
$18.9K ﹤0.01%
240
427
$18.9K ﹤0.01%
301
-408
428
$18.9K ﹤0.01%
307
429
$18.9K ﹤0.01%
657
-387
430
$18.9K ﹤0.01%
50
431
$18.8K ﹤0.01%
623
432
$18.7K ﹤0.01%
672
-1,592
433
$18.4K ﹤0.01%
1,417
434
$17.9K ﹤0.01%
309
+179
435
$17.9K ﹤0.01%
590
-764
436
$17.8K ﹤0.01%
208
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437
$17.6K ﹤0.01%
381
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438
$17.2K ﹤0.01%
149
-71
439
$17.1K ﹤0.01%
449
-820
440
$17K ﹤0.01%
324
441
$16.9K ﹤0.01%
394
442
$16.9K ﹤0.01%
504
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443
$16.8K ﹤0.01%
500
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444
$16.8K ﹤0.01%
142
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445
$16.6K ﹤0.01%
138
+30
446
$16.5K ﹤0.01%
1,436
447
$16.4K ﹤0.01%
108
448
$16.3K ﹤0.01%
115
-190
449
$16.1K ﹤0.01%
415
-780
450
$15.5K ﹤0.01%
150
-301
16 17
18
19 20