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
551
$6.83K ﹤0.01%
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1,079
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$6.36K ﹤0.01%
342
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+182
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44
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78
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108
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572
$6.14K ﹤0.01%
37
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574
$6.05K ﹤0.01%
68
575
$5.96K ﹤0.01%
68
+9