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
501
$44K ﹤0.01%
+398
502
$44K ﹤0.01%
+705
503
$43K ﹤0.01%
+505
504
$43K ﹤0.01%
+775
505
$43K ﹤0.01%
+91
506
$43K ﹤0.01%
+500
507
$42K ﹤0.01%
+981
508
$42K ﹤0.01%
+552
509
$41K ﹤0.01%
+1,544
510
$41K ﹤0.01%
+888
511
$41K ﹤0.01%
+292
512
$40K ﹤0.01%
+1,208
513
$40K ﹤0.01%
+520
514
$40K ﹤0.01%
+227
515
$39K ﹤0.01%
+574
516
$39K ﹤0.01%
+541
517
$39K ﹤0.01%
+900
518
$39K ﹤0.01%
+586
519
$39K ﹤0.01%
+1,080
520
$39K ﹤0.01%
+32
521
$39K ﹤0.01%
+896
522
$38K ﹤0.01%
+1,196
523
$38K ﹤0.01%
+108
524
$38K ﹤0.01%
+1,410
525
$38K ﹤0.01%
+217
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