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
251
$198K 0.01%
+15,500
252
$197K 0.01%
+1,493
253
$196K 0.01%
+1,660
254
$196K 0.01%
+1,176
255
$195K 0.01%
+3,362
256
$194K 0.01%
+496
257
$194K 0.01%
+3,242
258
$193K 0.01%
+3,909
259
$192K 0.01%
+2,063
260
$190K 0.01%
+4,020
261
$189K 0.01%
+649
262
$188K 0.01%
+3,000
263
$187K 0.01%
+532
264
$184K 0.01%
+8,505
265
$184K 0.01%
+4,420
266
$183K 0.01%
+2,182
267
$180K 0.01%
+3,782
268
$180K 0.01%
+786
269
$180K 0.01%
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270
$180K 0.01%
+463
271
$178K 0.01%
+1,721
272
$174K 0.01%
+1,725
273
$174K 0.01%
+3,482
274
$171K 0.01%
+773
275
$167K 0.01%
+4,653
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