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
351
$109K 0.01%
+1,234
352
$109K 0.01%
+1,158
353
$107K 0.01%
+667
354
$105K 0.01%
+900
355
$105K 0.01%
+1,300
356
$104K 0.01%
+200
357
$103K 0.01%
+1,768
358
$103K 0.01%
+498
359
$103K 0.01%
+852
360
$102K 0.01%
+1,328
361
$102K 0.01%
+3,027
362
$102K 0.01%
+5,289
363
$101K 0.01%
+1,241
364
$101K 0.01%
+1,385
365
$101K 0.01%
+945
366
$100K 0.01%
+659
367
$100K 0.01%
+2,544
368
$96K 0.01%
+1,865
369
$96K 0.01%
+1,413
370
$95K 0.01%
+54
371
$95K 0.01%
+1,691
372
$95K 0.01%
+4,023
373
$94K 0.01%
+228
374
$93K 0.01%
+696
375
$93K 0.01%
+1,042
13 14
15
16 17