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
201
$194K 0.02%
+192
202
$192K 0.02%
1,236
-4
203
$189K 0.02%
7,201
204
$188K 0.02%
5,588
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205
$185K 0.02%
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206
$184K 0.02%
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-14
207
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208
$169K 0.02%
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209
$164K 0.02%
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210
$151K 0.01%
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211
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307
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212
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5,451
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213
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1,850
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214
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2,000
215
$136K 0.01%
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216
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217
$134K 0.01%
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218
$133K 0.01%
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219
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220
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221
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1,377
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222
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223
$127K 0.01%
1,542
-560
224
$127K 0.01%
12,900
225
$125K 0.01%
512
7 8
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