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
26
$21.1M 1.43%
+649,594
27
$21M 1.42%
+142,665
28
$20.7M 1.4%
+68,087
29
$18.4M 1.25%
+335,726
30
$17.8M 1.2%
+60,684
31
$17.7M 1.2%
+55,090
32
$17.6M 1.19%
+40,398
33
$16.6M 1.12%
+365,232
34
$15.2M 1.03%
+174,518
35
$14.8M 1%
+89,518
36
$13.4M 0.91%
+191,142
37
$13M 0.88%
+179,720
38
$12.6M 0.85%
+37,407
39
$12.3M 0.83%
+293,451
40
$11.9M 0.8%
+79,047
41
$10.3M 0.69%
+278,441
42
$10M 0.68%
+44,422
43
$9.67M 0.65%
+83,533
44
$9.61M 0.65%
+74,170
45
$9.58M 0.65%
+37,495
46
$9.35M 0.63%
+54,639
47
$8.37M 0.57%
+17,625
48
$8.21M 0.56%
+86,320
49
$7.88M 0.53%
+21,305
50
$7.59M 0.51%
+212,165
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