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
601
$5.11K ﹤0.01%
160
602
$5.09K ﹤0.01%
38
+3
603
$5.08K ﹤0.01%
88
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604
$5.03K ﹤0.01%
36
605
$5.02K ﹤0.01%
238
+34
606
$4.99K ﹤0.01%
42
607
$4.97K ﹤0.01%
212
608
$4.97K ﹤0.01%
30
609
$4.96K ﹤0.01%
208
610
$4.95K ﹤0.01%
295
-107
611
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100
612
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2
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$4.93K ﹤0.01%
72
614
$4.87K ﹤0.01%
50
615
$4.84K ﹤0.01%
511
+38
616
$4.73K ﹤0.01%
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617
$4.68K ﹤0.01%
34
618
$4.66K ﹤0.01%
283
-20
619
$4.64K ﹤0.01%
38
620
$4.6K ﹤0.01%
500
621
$4.57K ﹤0.01%
74
622
$4.49K ﹤0.01%
118
623
$4.48K ﹤0.01%
19
624
$4.43K ﹤0.01%
92
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625
$4.41K ﹤0.01%
38
-405
23 24
25
26 27