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
676
$15K ﹤0.01%
+54
677
$15K ﹤0.01%
+136
678
$15K ﹤0.01%
+727
679
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680
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681
$14K ﹤0.01%
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682
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683
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+147
684
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+978
685
$14K ﹤0.01%
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686
$14K ﹤0.01%
+400
687
$14K ﹤0.01%
+4,324
688
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+567
689
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691
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692
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693
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694
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695
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696
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697
$12K ﹤0.01%
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698
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+102
699
$12K ﹤0.01%
+51
700
$12K ﹤0.01%
+254
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