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
751
$1.41K ﹤0.01%
167
752
$1.37K ﹤0.01%
51
753
$1.32K ﹤0.01%
27
754
$1.26K ﹤0.01%
197
755
$1.26K ﹤0.01%
65
756
$1.21K ﹤0.01%
70
757
$1.2K ﹤0.01%
108
758
$1.2K ﹤0.01%
63
759
$1.19K ﹤0.01%
150
760
$1.16K ﹤0.01%
332
761
$1.11K ﹤0.01%
129
-400
762
$1.09K ﹤0.01%
14
763
$1.07K ﹤0.01%
70
-97
764
$1.03K ﹤0.01%
41
765
$958 ﹤0.01%
34
766
$928 ﹤0.01%
60
767
$918 ﹤0.01%
367
768
$894 ﹤0.01%
15
769
$838 ﹤0.01%
30
-149
770
$762 ﹤0.01%
32
771
$749 ﹤0.01%
71
772
$536 ﹤0.01%
52
773
$519 ﹤0.01%
46
-39
774
$435 ﹤0.01%
17
775
$348 ﹤0.01%
5
29 30
31
32 33