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
476
$9.87K ﹤0.01%
143
+18
477
$9.83K ﹤0.01%
1,079
478
$9.8K ﹤0.01%
+450
479
$9.79K ﹤0.01%
588
480
$9.75K ﹤0.01%
12
481
$9.66K ﹤0.01%
111
482
$9.54K ﹤0.01%
276
+56
483
$9.52K ﹤0.01%
375
-75
484
$9.48K ﹤0.01%
143
485
$9.48K ﹤0.01%
112
486
$9.4K ﹤0.01%
282
+10
487
$9.38K ﹤0.01%
165
488
$9.31K ﹤0.01%
43
+30
489
$9.27K ﹤0.01%
856
-186
490
$9.19K ﹤0.01%
391
+63
491
$9.17K ﹤0.01%
43
492
$9.16K ﹤0.01%
187
493
$9.16K ﹤0.01%
123
494
$9.11K ﹤0.01%
113
495
$9.02K ﹤0.01%
100
496
$9.02K ﹤0.01%
497
-84
497
$8.99K ﹤0.01%
467
498
$8.83K ﹤0.01%
31
499
$8.8K ﹤0.01%
47
+3
500
$8.77K ﹤0.01%
205
18 19
20
21 22