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
276
$167K 0.01%
+968
277
$166K 0.01%
+98
278
$166K 0.01%
+3,536
279
$164K 0.01%
+810
280
$163K 0.01%
+1,368
281
$162K 0.01%
+2,002
282
$157K 0.01%
+1,336
283
$157K 0.01%
+900
284
$157K 0.01%
+2,187
285
$156K 0.01%
+3,296
286
$156K 0.01%
+1,165
287
$155K 0.01%
+3,450
288
$154K 0.01%
+665
289
$153K 0.01%
+2,320
290
$152K 0.01%
+3,750
291
$152K 0.01%
+294
292
$152K 0.01%
+1,328
293
$152K 0.01%
+511
294
$152K 0.01%
+11,300
295
$149K 0.01%
+1,897
296
$148K 0.01%
+1,012
297
$147K 0.01%
+1,232
298
$147K 0.01%
+1,727
299
$147K 0.01%
+556
300
$146K 0.01%
+2,114
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