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
326
$123K 0.01%
+8,936
327
$122K 0.01%
+252
328
$122K 0.01%
+3,300
329
$121K 0.01%
+1,387
330
$120K 0.01%
+2,894
331
$120K 0.01%
+1,204
332
$120K 0.01%
+4,480
333
$119K 0.01%
+3,211
334
$119K 0.01%
+483
335
$119K 0.01%
+1,806
336
$118K 0.01%
+646
337
$118K 0.01%
+2,000
338
$118K 0.01%
+1,762
339
$117K 0.01%
+300
340
$117K 0.01%
+4,479
341
$115K 0.01%
+1,052
342
$115K 0.01%
+3,000
343
$114K 0.01%
+1,200
344
$114K 0.01%
+754
345
$114K 0.01%
+5,290
346
$114K 0.01%
+1,670
347
$113K 0.01%
+1,986
348
$111K 0.01%
+174
349
$110K 0.01%
+961
350
$110K 0.01%
+800
12 13
14
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