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
601
$25K ﹤0.01%
+1,437
602
$24K ﹤0.01%
+140
603
$24K ﹤0.01%
+678
604
$23K ﹤0.01%
+129
605
$23K ﹤0.01%
+875
606
$23K ﹤0.01%
+343
607
$23K ﹤0.01%
+573
608
$23K ﹤0.01%
+776
609
$23K ﹤0.01%
+141
610
$22K ﹤0.01%
+50
611
$22K ﹤0.01%
+243
612
$22K ﹤0.01%
+724
613
$22K ﹤0.01%
+82
614
$22K ﹤0.01%
+1,000
615
$22K ﹤0.01%
+218
616
$22K ﹤0.01%
+92
617
$22K ﹤0.01%
+763
618
$21K ﹤0.01%
+286
619
$21K ﹤0.01%
+329
620
$21K ﹤0.01%
+324
621
$21K ﹤0.01%
+979
622
$21K ﹤0.01%
+400
623
$21K ﹤0.01%
+349
624
$21K ﹤0.01%
+200
625
$20K ﹤0.01%
+865
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