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
101
$922K 0.09%
9,798
-800
102
$917K 0.09%
10,902
-423
103
$905K 0.09%
6,790
104
$881K 0.08%
21,953
-700
105
$867K 0.08%
3,585
-1,152
106
$842K 0.08%
15,185
+10,145
107
$814K 0.08%
15,640
+665
108
$772K 0.07%
18,792
+52
109
$745K 0.07%
9,422
-600
110
$708K 0.07%
879
-20
111
$707K 0.07%
7,541
-6,132
112
$644K 0.06%
1,105
-111
113
$607K 0.06%
5,430
+2,550
114
$606K 0.06%
1,141
-76
115
$603K 0.06%
4,169
-111
116
$600K 0.06%
5,538
+4,672
117
$584K 0.06%
1,110
-225
118
$563K 0.05%
11,122
-28
119
$547K 0.05%
13,050
120
$538K 0.05%
29,088
121
$533K 0.05%
13,218
-800
122
$531K 0.05%
2,036
-224
123
$527K 0.05%
6,847
-2
124
$519K 0.05%
13,771
-367
125
$510K 0.05%
1,938
-599
3 4
5
6 7