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
451
$12K ﹤0.01%
53
452
$11.9K ﹤0.01%
539
453
$11.8K ﹤0.01%
83
+51
454
$11.5K ﹤0.01%
45
455
$11.5K ﹤0.01%
192
456
$11.3K ﹤0.01%
109
-243
457
$11.3K ﹤0.01%
114
458
$11.2K ﹤0.01%
100
459
$11.2K ﹤0.01%
76
+10
460
$10.9K ﹤0.01%
175
461
$10.9K ﹤0.01%
+575
462
$10.8K ﹤0.01%
243
+16
463
$10.6K ﹤0.01%
378
+105
464
$10.6K ﹤0.01%
52
+14
465
$10.5K ﹤0.01%
56
466
$10.5K ﹤0.01%
167
467
$10.5K ﹤0.01%
345
-238
468
$10.4K ﹤0.01%
121
469
$10.3K ﹤0.01%
194
470
$10.3K ﹤0.01%
125
+27
471
$10.3K ﹤0.01%
138
472
$10.1K ﹤0.01%
233
+76
473
$10.1K ﹤0.01%
650
+100
474
$10.1K ﹤0.01%
123
-25
475
$10K ﹤0.01%
265
17 18
19
20 21