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
$1.48B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$52M
3
+$51M
4
IQV icon
IQVIA
IQV
+$44M
5
AMZN icon
Amazon
AMZN
+$43.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.09%
2 Healthcare 14.2%
3 Communication Services 10.5%
4 Consumer Discretionary 10.14%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$247K 0.02%
+404
227
$245K 0.02%
+1,538
228
$241K 0.02%
+898
229
$239K 0.02%
+2,809
230
$235K 0.02%
+1,822
231
$233K 0.02%
+1,493
232
$229K 0.02%
+5,551
233
$229K 0.02%
+1,772
234
$227K 0.02%
+2,072
235
$224K 0.02%
+5,195
236
$218K 0.01%
+1,805
237
$218K 0.01%
+592
238
$217K 0.01%
+742
239
$215K 0.01%
+2,459
240
$211K 0.01%
+1,475
241
$211K 0.01%
+1,630
242
$209K 0.01%
+5,040
243
$206K 0.01%
+225
244
$206K 0.01%
+14,900
245
$203K 0.01%
+3,459
246
$202K 0.01%
+11,347
247
$201K 0.01%
+1,110
248
$200K 0.01%
+5,102
249
$199K 0.01%
+3,483
250
$198K 0.01%
+5,262
8 9
10
11 12