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
526
$7.24K ﹤0.01%
83
527
$7.2K ﹤0.01%
250
-25
528
$7.14K ﹤0.01%
26
529
$7.08K ﹤0.01%
44
530
$7.02K ﹤0.01%
305
-34
531
$6.95K ﹤0.01%
53
-370
532
$6.86K ﹤0.01%
92
+2
533
$6.81K ﹤0.01%
+99
534
$6.77K ﹤0.01%
379
535
$6.72K ﹤0.01%
160
536
$6.71K ﹤0.01%
22
+5
537
$6.7K ﹤0.01%
42
+9
538
$6.69K ﹤0.01%
189
-54
539
$6.61K ﹤0.01%
48
-19
540
$6.54K ﹤0.01%
211
541
$6.47K ﹤0.01%
281
542
$6.43K ﹤0.01%
569
543
$6.37K ﹤0.01%
50
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544
$6.29K ﹤0.01%
41
545
$6.28K ﹤0.01%
161
546
$6.24K ﹤0.01%
14
547
$6.07K ﹤0.01%
282
-629
548
$5.97K ﹤0.01%
+57
549
$5.88K ﹤0.01%
228
550
$5.86K ﹤0.01%
136
20 21
22
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