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
526
$7.99K ﹤0.01%
638
527
$7.96K ﹤0.01%
246
528
$7.8K ﹤0.01%
114
529
$7.77K ﹤0.01%
38
-167
530
$7.74K ﹤0.01%
236
531
$7.72K ﹤0.01%
138
532
$7.66K ﹤0.01%
561
-14
533
$7.66K ﹤0.01%
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534
$7.62K ﹤0.01%
322
535
$7.6K ﹤0.01%
19
+3
536
$7.46K ﹤0.01%
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537
$7.4K ﹤0.01%
109
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538
$7.35K ﹤0.01%
521
539
$7.3K ﹤0.01%
158
540
$7.29K ﹤0.01%
298
541
$7.29K ﹤0.01%
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542
$7.28K ﹤0.01%
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543
$7.16K ﹤0.01%
242
544
$7.16K ﹤0.01%
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545
$7.13K ﹤0.01%
135
546
$7.12K ﹤0.01%
246
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547
$7.03K ﹤0.01%
111
548
$6.91K ﹤0.01%
68
+15
549
$6.85K ﹤0.01%
100
550
$6.84K ﹤0.01%
40
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