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
651
$17K ﹤0.01%
+140
652
$17K ﹤0.01%
+216
653
$17K ﹤0.01%
+123
654
$17K ﹤0.01%
+1,500
655
$17K ﹤0.01%
+539
656
$17K ﹤0.01%
+334
657
$17K ﹤0.01%
+704
658
$16K ﹤0.01%
+374
659
$16K ﹤0.01%
+1,170
660
$16K ﹤0.01%
+236
661
$16K ﹤0.01%
+631
662
$16K ﹤0.01%
+55
663
$16K ﹤0.01%
+89
664
$16K ﹤0.01%
+342
665
$16K ﹤0.01%
+393
666
$16K ﹤0.01%
+507
667
$16K ﹤0.01%
+2,317
668
$16K ﹤0.01%
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669
$15K ﹤0.01%
+165
670
$15K ﹤0.01%
+180
671
$15K ﹤0.01%
+384
672
$15K ﹤0.01%
+200
673
$15K ﹤0.01%
+305
674
$15K ﹤0.01%
+700
675
$15K ﹤0.01%
+752
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