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
551
$32K ﹤0.01%
+5,394
552
$32K ﹤0.01%
+366
553
$31K ﹤0.01%
+626
554
$31K ﹤0.01%
+50
555
$31K ﹤0.01%
+197
556
$31K ﹤0.01%
+82
557
$31K ﹤0.01%
+155
558
$31K ﹤0.01%
+300
559
$31K ﹤0.01%
+313
560
$30K ﹤0.01%
+120
561
$30K ﹤0.01%
+427
562
$30K ﹤0.01%
+243
563
$30K ﹤0.01%
+166
564
$30K ﹤0.01%
+1,359
565
$30K ﹤0.01%
+130
566
$30K ﹤0.01%
+96
567
$29K ﹤0.01%
+279
568
$29K ﹤0.01%
+475
569
$29K ﹤0.01%
+65
570
$29K ﹤0.01%
+2,077
571
$29K ﹤0.01%
+142
572
$29K ﹤0.01%
+1,209
573
$29K ﹤0.01%
+214
574
$28K ﹤0.01%
+630
575
$28K ﹤0.01%
+839
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