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
576
$28K ﹤0.01%
+1,154
577
$28K ﹤0.01%
+436
578
$28K ﹤0.01%
+320
579
$28K ﹤0.01%
+404
580
$28K ﹤0.01%
+179
581
$27K ﹤0.01%
+9,514
582
$27K ﹤0.01%
+623
583
$27K ﹤0.01%
+259
584
$27K ﹤0.01%
+720
585
$27K ﹤0.01%
+560
586
$27K ﹤0.01%
+500
587
$27K ﹤0.01%
+390
588
$27K ﹤0.01%
+500
589
$26K ﹤0.01%
+1,436
590
$26K ﹤0.01%
+222
591
$26K ﹤0.01%
+150
592
$26K ﹤0.01%
+225
593
$26K ﹤0.01%
+93
594
$26K ﹤0.01%
+337
595
$26K ﹤0.01%
+670
596
$25K ﹤0.01%
+1,200
597
$25K ﹤0.01%
+160
598
$25K ﹤0.01%
+515
599
$25K ﹤0.01%
+322
600
$25K ﹤0.01%
+109
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