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
476
$12.3K ﹤0.01%
41
-167
477
$12.2K ﹤0.01%
140
-139
478
$12.2K ﹤0.01%
1,500
479
$12.1K ﹤0.01%
128
480
$12.1K ﹤0.01%
192
-395
481
$11.9K ﹤0.01%
392
-597
482
$11.4K ﹤0.01%
64
+2
483
$11.4K ﹤0.01%
588
484
$11.3K ﹤0.01%
45
485
$11.3K ﹤0.01%
145
486
$11.3K ﹤0.01%
236
487
$11.3K ﹤0.01%
55
488
$10.9K ﹤0.01%
550
489
$10.9K ﹤0.01%
250
-108
490
$10.8K ﹤0.01%
341
491
$10.8K ﹤0.01%
92
+39
492
$10.6K ﹤0.01%
101
493
$10.6K ﹤0.01%
235
-280
494
$10.5K ﹤0.01%
162
-664
495
$10.5K ﹤0.01%
232
-21
496
$10.5K ﹤0.01%
978
497
$10.4K ﹤0.01%
265
498
$10.3K ﹤0.01%
58
+17
499
$10K ﹤0.01%
48
-91
500
$9.85K ﹤0.01%
197
-354
18 19
20
21 22