WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
+6.71%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.48B
AUM Growth
–
Cap. Flow
+$1.48B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
1,003
New
1,003
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$73.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$52M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$51M |
| 4 |
IQVIA
IQV
|
+$44M |
| 5 |
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% |
