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
301
$146K 0.01%
+2,328
302
$145K 0.01%
+869
303
$145K 0.01%
+1,243
304
$145K 0.01%
+1,331
305
$144K 0.01%
+382
306
$143K 0.01%
+5,676
307
$143K 0.01%
+884
308
$142K 0.01%
+597
309
$140K 0.01%
+1,826
310
$140K 0.01%
+698
311
$138K 0.01%
+1,804
312
$133K 0.01%
+816
313
$133K 0.01%
+1,186
314
$132K 0.01%
+4,433
315
$131K 0.01%
+553
316
$130K 0.01%
+1,582
317
$130K 0.01%
+948
318
$128K 0.01%
+194
319
$127K 0.01%
+320
320
$127K 0.01%
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321
$126K 0.01%
+1,300
322
$125K 0.01%
+798
323
$125K 0.01%
+2,878
324
$124K 0.01%
+1,859
325
$123K 0.01%
+264
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