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
626
$3.01K ﹤0.01%
397
627
$3K ﹤0.01%
+18
628
$2.99K ﹤0.01%
46
629
$2.77K ﹤0.01%
114
630
$2.74K ﹤0.01%
107
631
$2.68K ﹤0.01%
96
632
$2.64K ﹤0.01%
270
633
$2.54K ﹤0.01%
74
+16
634
$2.51K ﹤0.01%
133
635
$2.37K ﹤0.01%
112
-70
636
$2.34K ﹤0.01%
7
637
$2.34K ﹤0.01%
49
638
$2.33K ﹤0.01%
284
639
$2.21K ﹤0.01%
51
640
$2.19K ﹤0.01%
150
641
$2.13K ﹤0.01%
167
642
$2.1K ﹤0.01%
+200
643
$1.79K ﹤0.01%
224
644
$1.77K ﹤0.01%
+25
645
$1.75K ﹤0.01%
205
646
$1.69K ﹤0.01%
+75
647
$1.67K ﹤0.01%
+41
648
$1.66K ﹤0.01%
125
649
$1.65K ﹤0.01%
115
650
$1.65K ﹤0.01%
60
24 25
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