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
676
$3.08K ﹤0.01%
182
677
$3.06K ﹤0.01%
84
+13
678
$3.05K ﹤0.01%
40
679
$3.04K ﹤0.01%
379
680
$3.03K ﹤0.01%
4
-35
681
$3.02K ﹤0.01%
83
-230
682
$3.02K ﹤0.01%
175
683
$3K ﹤0.01%
61
684
$2.99K ﹤0.01%
223
685
$2.98K ﹤0.01%
33
-6
686
$2.96K ﹤0.01%
21
-4
687
$2.96K ﹤0.01%
26
-263
688
$2.94K ﹤0.01%
139
689
$2.92K ﹤0.01%
46
690
$2.88K ﹤0.01%
62
691
$2.88K ﹤0.01%
64
692
$2.88K ﹤0.01%
14
+1
693
$2.85K ﹤0.01%
64
-13
694
$2.85K ﹤0.01%
205
-214
695
$2.79K ﹤0.01%
43
696
$2.76K ﹤0.01%
107
697
$2.66K ﹤0.01%
26
698
$2.66K ﹤0.01%
977
-750
699
$2.65K ﹤0.01%
63
+11
700
$2.6K ﹤0.01%
159
26 27
28
29 30