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
451
$15.5K ﹤0.01%
485
+30
452
$15.4K ﹤0.01%
166
+2
453
$15.4K ﹤0.01%
+330
454
$15.4K ﹤0.01%
431
+105
455
$15K ﹤0.01%
1,879
+353
456
$14.9K ﹤0.01%
642
457
$14.9K ﹤0.01%
144
+17
458
$14.7K ﹤0.01%
1,200
459
$14.1K ﹤0.01%
985
+80
460
$14.1K ﹤0.01%
107
461
$14K ﹤0.01%
257
-507
462
$13.8K ﹤0.01%
265
-91
463
$13.7K ﹤0.01%
1,227
464
$13.6K ﹤0.01%
677
-213
465
$13.5K ﹤0.01%
598
-473
466
$13.4K ﹤0.01%
84
+14
467
$13.3K ﹤0.01%
136
468
$13K ﹤0.01%
545
-1,703
469
$12.9K ﹤0.01%
315
470
$12.9K ﹤0.01%
801
471
$12.8K ﹤0.01%
2,000
+1,000
472
$12.8K ﹤0.01%
168
-338
473
$12.7K ﹤0.01%
830
474
$12.5K ﹤0.01%
165
-14
475
$12.4K ﹤0.01%
160
-1,460
17 18
19
20 21