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
376
$91K 0.01%
+629
377
$91K 0.01%
+186
378
$90K 0.01%
+1,250
379
$90K 0.01%
+677
380
$90K 0.01%
+650
381
$88K 0.01%
+515
382
$88K 0.01%
+1,556
383
$88K 0.01%
+464
384
$87K 0.01%
+1,433
385
$86K 0.01%
+1,556
386
$85K 0.01%
+342
387
$85K 0.01%
+372
388
$84K 0.01%
+576
389
$84K 0.01%
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390
$84K 0.01%
+3,207
391
$84K 0.01%
+4,401
392
$82K 0.01%
+1,900
393
$82K 0.01%
+1,635
394
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395
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396
$80K 0.01%
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397
$79K 0.01%
+1,409
398
$78K 0.01%
+722
399
$78K 0.01%
+2,036
400
$78K 0.01%
+556
14 15
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