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
651
$1.62K ﹤0.01%
21
-34
652
$1.55K ﹤0.01%
+64
653
$1.36K ﹤0.01%
195
654
$1.29K ﹤0.01%
127
655
$1.18K ﹤0.01%
32
656
$1.18K ﹤0.01%
65
657
$1.08K ﹤0.01%
70
658
$1.01K ﹤0.01%
23
659
$812 ﹤0.01%
14
-31
660
$768 ﹤0.01%
179
661
$624 ﹤0.01%
367
662
$245 ﹤0.01%
5
663
$95 ﹤0.01%
5
664
$73 ﹤0.01%
+20
665
$1 ﹤0.01%
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675
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25 26
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