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
401
$77K 0.01%
+353
402
$77K 0.01%
+1,805
403
$77K 0.01%
+1,132
404
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407
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408
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409
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410
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411
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412
$72K ﹤0.01%
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420
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424
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