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
501
$8.77K ﹤0.01%
379
+33
502
$8.74K ﹤0.01%
74
-154
503
$8.72K ﹤0.01%
102
504
$8.67K ﹤0.01%
219
505
$8.56K ﹤0.01%
165
506
$8.46K ﹤0.01%
+136
507
$8.36K ﹤0.01%
200
508
$8.31K ﹤0.01%
99
+15
509
$8.3K ﹤0.01%
68
510
$8.26K ﹤0.01%
280
-100
511
$8.22K ﹤0.01%
360
+99
512
$8.21K ﹤0.01%
487
513
$8.04K ﹤0.01%
100
514
$7.97K ﹤0.01%
126
-23
515
$7.84K ﹤0.01%
212
516
$7.73K ﹤0.01%
152
517
$7.69K ﹤0.01%
43
-7
518
$7.67K ﹤0.01%
332
519
$7.59K ﹤0.01%
161
+83
520
$7.58K ﹤0.01%
113
+41
521
$7.56K ﹤0.01%
350
522
$7.56K ﹤0.01%
94
523
$7.46K ﹤0.01%
322
+76
524
$7.41K ﹤0.01%
365
525
$7.41K ﹤0.01%
132
19 20
21
22 23