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
426
$66K ﹤0.01%
+260
427
$65K ﹤0.01%
+765
428
$65K ﹤0.01%
+500
429
$64K ﹤0.01%
+5,990
430
$64K ﹤0.01%
+192
431
$63K ﹤0.01%
+7,500
432
$63K ﹤0.01%
+595
433
$63K ﹤0.01%
+1,547
434
$62K ﹤0.01%
+1,648
435
$62K ﹤0.01%
+341
436
$62K ﹤0.01%
+1,468
437
$62K ﹤0.01%
+574
438
$61K ﹤0.01%
+454
439
$61K ﹤0.01%
+189
440
$60K ﹤0.01%
+1,270
441
$60K ﹤0.01%
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442
$59K ﹤0.01%
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443
$58K ﹤0.01%
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444
$58K ﹤0.01%
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445
$58K ﹤0.01%
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446
$57K ﹤0.01%
+876
447
$57K ﹤0.01%
+246
448
$57K ﹤0.01%
+440
449
$57K ﹤0.01%
+106
450
$57K ﹤0.01%
+459