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
526
$37K ﹤0.01%
+6,375
527
$37K ﹤0.01%
+2,426
528
$36K ﹤0.01%
+63
529
$36K ﹤0.01%
+258
530
$36K ﹤0.01%
+584
531
$36K ﹤0.01%
+220
532
$36K ﹤0.01%
+113
533
$36K ﹤0.01%
+1,258
534
$36K ﹤0.01%
+704
535
$35K ﹤0.01%
+400
536
$35K ﹤0.01%
+324
537
$35K ﹤0.01%
+286
538
$35K ﹤0.01%
+255
539
$35K ﹤0.01%
+271
540
$35K ﹤0.01%
+571
541
$35K ﹤0.01%
+256
542
$34K ﹤0.01%
+165
543
$34K ﹤0.01%
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544
$34K ﹤0.01%
+133
545
$33K ﹤0.01%
+83
546
$33K ﹤0.01%
+307
547
$33K ﹤0.01%
+684
548
$33K ﹤0.01%
+624
549
$32K ﹤0.01%
+391
550
$32K ﹤0.01%
+845
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