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
576
$5.89K ﹤0.01%
200
577
$5.87K ﹤0.01%
25
-6
578
$5.85K ﹤0.01%
69
-6
579
$5.83K ﹤0.01%
26
-11
580
$5.81K ﹤0.01%
200
581
$5.73K ﹤0.01%
47
-335
582
$5.71K ﹤0.01%
107
583
$5.68K ﹤0.01%
92
-395
584
$5.67K ﹤0.01%
22
-6
585
$5.66K ﹤0.01%
53
-137
586
$5.57K ﹤0.01%
161
587
$5.56K ﹤0.01%
75
-635
588
$5.5K ﹤0.01%
144
589
$5.49K ﹤0.01%
38
590
$5.49K ﹤0.01%
228
591
$5.47K ﹤0.01%
75
592
$5.44K ﹤0.01%
80
+15
593
$5.43K ﹤0.01%
389
594
$5.4K ﹤0.01%
363
595
$5.34K ﹤0.01%
103
596
$5.33K ﹤0.01%
152
597
$5.25K ﹤0.01%
23
598
$5.23K ﹤0.01%
41
-188
599
$5.19K ﹤0.01%
55
+14
600
$5.12K ﹤0.01%
130
22 23
24
25 26