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
651
$3.65K ﹤0.01%
50
652
$3.64K ﹤0.01%
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653
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71
654
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46
-296
655
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3,000
656
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657
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46
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659
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660
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661
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662
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663
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664
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148
665
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311
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668
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204
669
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270
670
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14
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671
$3.24K ﹤0.01%
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672
$3.23K ﹤0.01%
95
673
$3.21K ﹤0.01%
47
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674
$3.14K ﹤0.01%
240
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675
$3.1K ﹤0.01%
126
25 26
27
28 29