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
601
$3.71K ﹤0.01%
200
602
$3.67K ﹤0.01%
74
603
$3.66K ﹤0.01%
26
604
$3.61K ﹤0.01%
153
605
$3.59K ﹤0.01%
125
606
$3.59K ﹤0.01%
246
607
$3.57K ﹤0.01%
410
608
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223
609
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11
610
$3.48K ﹤0.01%
35
611
$3.42K ﹤0.01%
52
-39
612
$3.41K ﹤0.01%
383
613
$3.39K ﹤0.01%
47
614
$3.35K ﹤0.01%
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615
$3.33K ﹤0.01%
64
-15
616
$3.33K ﹤0.01%
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617
$3.31K ﹤0.01%
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618
$3.3K ﹤0.01%
204
619
$3.29K ﹤0.01%
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620
$3.2K ﹤0.01%
364
+120
621
$3.14K ﹤0.01%
34
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622
$3.14K ﹤0.01%
46
623
$3.13K ﹤0.01%
913
624
$3.13K ﹤0.01%
14
625
$3.05K ﹤0.01%
71
23 24
25
26 27