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
426
$15.3K ﹤0.01%
100
427
$15K ﹤0.01%
42
428
$14.9K ﹤0.01%
215
429
$14.6K ﹤0.01%
180
-1,679
430
$14.6K ﹤0.01%
175
-26
431
$14.5K ﹤0.01%
121
-38
432
$14.5K ﹤0.01%
106
+10
433
$13.8K ﹤0.01%
100
434
$13.4K ﹤0.01%
242
435
$13.3K ﹤0.01%
+3,800
436
$13.3K ﹤0.01%
370
-2
437
$13.3K ﹤0.01%
70
+7
438
$13.2K ﹤0.01%
306
+15
439
$13.1K ﹤0.01%
162
+75
440
$13.1K ﹤0.01%
171
441
$13.1K ﹤0.01%
158
442
$13.1K ﹤0.01%
258
443
$12.9K ﹤0.01%
165
444
$12.8K ﹤0.01%
90
445
$12.8K ﹤0.01%
101
446
$12.4K ﹤0.01%
181
447
$12.3K ﹤0.01%
145
-51
448
$12.3K ﹤0.01%
117
-9,383
449
$12.1K ﹤0.01%
+80
450
$12.1K ﹤0.01%
285
16 17
18
19 20