WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
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
+$1.68M
2
+$647K
3
+$515K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$450K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$409K

Top Sells

1
+$3.15M
2
+$2.11M
3
+$1.87M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.4M

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%
18
661
$624 ﹤0.01%
367
662
$245 ﹤0.01%
5
663
$95 ﹤0.01%
5
664
$73 ﹤0.01%
+20
665
$1 ﹤0.01%
1
666
– –
-64
667
– –
-1,500
668
– –
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669
– –
-19
670
– –
-418
671
– –
-1,046
672
– –
-358
673
– –
-334
674
– –
-3,000
675
– –
-218
25 26
27
28 29