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
551
$5.81K ﹤0.01%
42
552
$5.76K ﹤0.01%
75
553
$5.74K ﹤0.01%
308
554
$5.73K ﹤0.01%
62
+36
555
$5.63K ﹤0.01%
146
-59
556
$5.62K ﹤0.01%
328
557
$5.59K ﹤0.01%
78
558
$5.54K ﹤0.01%
119
+49
559
$5.53K ﹤0.01%
19
-22
560
$5.46K ﹤0.01%
290
-31
561
$5.46K ﹤0.01%
+81
562
$5.41K ﹤0.01%
31
563
$5.39K ﹤0.01%
500
564
$5.36K ﹤0.01%
208
565
$5.32K ﹤0.01%
167
566
$5.28K ﹤0.01%
42
567
$5.18K ﹤0.01%
240
+45
568
$5.17K ﹤0.01%
217
569
$5.11K ﹤0.01%
+12
570
$4.95K ﹤0.01%
37
+2
571
$4.94K ﹤0.01%
209
572
$4.94K ﹤0.01%
15
+4
573
$4.87K ﹤0.01%
484
+117
574
$4.83K ﹤0.01%
1,724
575
$4.82K ﹤0.01%
178
21 22
23
24 25