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
576
$4.79K ﹤0.01%
38
577
$4.72K ﹤0.01%
54
578
$4.68K ﹤0.01%
266
579
$4.67K ﹤0.01%
46
580
$4.47K ﹤0.01%
66
581
$4.39K ﹤0.01%
29
582
$4.38K ﹤0.01%
168
583
$4.37K ﹤0.01%
49
+13
584
$4.34K ﹤0.01%
+111
585
$4.32K ﹤0.01%
444
+125
586
$4.21K ﹤0.01%
139
587
$4.12K ﹤0.01%
17
588
$4.09K ﹤0.01%
242
-73
589
$4.09K ﹤0.01%
49
590
$4.06K ﹤0.01%
500
591
$4.03K ﹤0.01%
253
592
$4.01K ﹤0.01%
269
593
$4K ﹤0.01%
75
594
$3.97K ﹤0.01%
30
595
$3.97K ﹤0.01%
99
596
$3.95K ﹤0.01%
99
-17
597
$3.88K ﹤0.01%
15
598
$3.86K ﹤0.01%
50
599
$3.84K ﹤0.01%
17
600
$3.83K ﹤0.01%
61
+29
22 23
24
25 26