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
726
$2.01K ﹤0.01%
60
727
$1.95K ﹤0.01%
+68
728
$1.89K ﹤0.01%
204
729
$1.88K ﹤0.01%
12
730
$1.82K ﹤0.01%
18
731
$1.81K ﹤0.01%
15
-475
732
$1.77K ﹤0.01%
161
+66
733
$1.76K ﹤0.01%
201
734
$1.75K ﹤0.01%
57
735
$1.74K ﹤0.01%
17
736
$1.73K ﹤0.01%
47
737
$1.72K ﹤0.01%
38
738
$1.72K ﹤0.01%
71
739
$1.66K ﹤0.01%
114
740
$1.65K ﹤0.01%
205
741
$1.62K ﹤0.01%
36
742
$1.62K ﹤0.01%
28
743
$1.61K ﹤0.01%
200
744
$1.49K ﹤0.01%
150
745
$1.46K ﹤0.01%
91
746
$1.45K ﹤0.01%
34
-1,739
747
$1.45K ﹤0.01%
125
748
$1.45K ﹤0.01%
179
749
$1.44K ﹤0.01%
156
750
$1.43K ﹤0.01%
115
28 29
30
31 32