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
476
$50K ﹤0.01%
+1,165
477
$50K ﹤0.01%
+536
478
$50K ﹤0.01%
+743
479
$50K ﹤0.01%
+319
480
$49K ﹤0.01%
+359
481
$49K ﹤0.01%
+74
482
$49K ﹤0.01%
+410
483
$48K ﹤0.01%
+629
484
$48K ﹤0.01%
+357
485
$48K ﹤0.01%
+617
486
$47K ﹤0.01%
+3,000
487
$47K ﹤0.01%
+708
488
$47K ﹤0.01%
+1,240
489
$47K ﹤0.01%
+781
490
$47K ﹤0.01%
+611
491
$47K ﹤0.01%
+566
492
$46K ﹤0.01%
+236
493
$46K ﹤0.01%
+2,100
494
$46K ﹤0.01%
+129
495
$46K ﹤0.01%
+254
496
$46K ﹤0.01%
+206
497
$45K ﹤0.01%
+1,213
498
$45K ﹤0.01%
+650
499
$45K ﹤0.01%
+301
500
$45K ﹤0.01%
+245
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