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
626
$4.34K ﹤0.01%
19
627
$4.3K ﹤0.01%
500
628
$4.29K ﹤0.01%
+116
629
$4.28K ﹤0.01%
75
-3
630
$4.27K ﹤0.01%
81
631
$4.24K ﹤0.01%
666
632
$4.22K ﹤0.01%
211
633
$4.16K ﹤0.01%
47
634
$4.16K ﹤0.01%
128
635
$4.15K ﹤0.01%
410
636
$4.13K ﹤0.01%
78
637
$4.04K ﹤0.01%
258
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638
$4.04K ﹤0.01%
110
+2
639
$3.94K ﹤0.01%
129
640
$3.94K ﹤0.01%
139
641
$3.86K ﹤0.01%
367
642
$3.84K ﹤0.01%
30
643
$3.8K ﹤0.01%
36
644
$3.77K ﹤0.01%
365
645
$3.75K ﹤0.01%
165
646
$3.75K ﹤0.01%
484
647
$3.74K ﹤0.01%
992
648
$3.67K ﹤0.01%
20
649
$3.66K ﹤0.01%
23
650
$3.66K ﹤0.01%
99
24 25
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