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
451
$56K ﹤0.01%
+634
452
$56K ﹤0.01%
+2,685
453
$55K ﹤0.01%
+1,203
454
$55K ﹤0.01%
+670
455
$55K ﹤0.01%
+4,551
456
$54K ﹤0.01%
+199
457
$54K ﹤0.01%
+422
458
$54K ﹤0.01%
+612
459
$54K ﹤0.01%
+527
460
$54K ﹤0.01%
+750
461
$53K ﹤0.01%
+836
462
$53K ﹤0.01%
+514
463
$53K ﹤0.01%
+1,060
464
$53K ﹤0.01%
+127
465
$53K ﹤0.01%
+203
466
$53K ﹤0.01%
+289
467
$52K ﹤0.01%
+239
468
$52K ﹤0.01%
+550
469
$52K ﹤0.01%
+234
470
$51K ﹤0.01%
+247
471
$51K ﹤0.01%
+1,012
472
$51K ﹤0.01%
+1,129
473
$51K ﹤0.01%
+756
474
$51K ﹤0.01%
+922
475
$50K ﹤0.01%
+2,512