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
501
$9.83K ﹤0.01%
132
502
$9.76K ﹤0.01%
446
503
$9.67K ﹤0.01%
149
504
$9.53K ﹤0.01%
59
+41
505
$9.44K ﹤0.01%
244
-16
506
$9.44K ﹤0.01%
330
-40
507
$9.42K ﹤0.01%
178
508
$9.37K ﹤0.01%
253
-897
509
$9.26K ﹤0.01%
100
510
$9.25K ﹤0.01%
839
-1,093
511
$9.19K ﹤0.01%
114
-9
512
$9.16K ﹤0.01%
272
-2,244
513
$9.03K ﹤0.01%
84
514
$9.03K ﹤0.01%
+300
515
$9.02K ﹤0.01%
165
516
$9K ﹤0.01%
225
517
$8.81K ﹤0.01%
143
+17
518
$8.76K ﹤0.01%
123
519
$8.64K ﹤0.01%
72
520
$8.63K ﹤0.01%
212
521
$8.59K ﹤0.01%
158
522
$8.57K ﹤0.01%
122
-217
523
$8.48K ﹤0.01%
758
524
$8.4K ﹤0.01%
309
-859
525
$8.33K ﹤0.01%
219
19 20
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