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
51
$4.48M 0.43%
30,787
-394
52
$3.72M 0.36%
63,090
-1,113
53
$3.66M 0.35%
22,399
54
$3.49M 0.33%
68,399
-25,755
55
$3.35M 0.32%
128,256
-19,696
56
$3.35M 0.32%
14,366
57
$3.27M 0.31%
13,765
-2
58
$3.2M 0.31%
29,109
59
$3.01M 0.29%
38,953
-18,795
60
$2.97M 0.28%
58,853
+451
61
$2.97M 0.28%
20,271
-86
62
$2.63M 0.25%
16,976
+203
63
$2.53M 0.24%
52,890
-6,121
64
$2.48M 0.24%
7,149
-86
65
$2.31M 0.22%
15,907
-140
66
$2.15M 0.21%
10,064
-120
67
$2.08M 0.2%
96,562
-110,756
68
$2.01M 0.19%
9,010
-44
69
$1.99M 0.19%
26,381
-2,774
70
$1.79M 0.17%
23,109
-1,952
71
$1.76M 0.17%
6,210
72
$1.65M 0.16%
51,959
-30,102
73
$1.64M 0.16%
56,826
+598
74
$1.55M 0.15%
21,090
-1,421
75
$1.49M 0.14%
6,784
-319
1 2
3
4 5