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
51
$7.54M 0.51%
+47,610
52
$7.33M 0.5%
+31,236
53
$7.28M 0.49%
+33,087
54
$7.24M 0.49%
+22,087
55
$6.83M 0.46%
+19,007
56
$6.39M 0.43%
+217,230
57
$6.38M 0.43%
+104,188
58
$6.09M 0.41%
+119,215
59
$6.04M 0.41%
+23,733
60
$6.03M 0.41%
+24,968
61
$5.56M 0.38%
+34,007
62
$5.54M 0.37%
+349,010
63
$5.24M 0.35%
+188,314
64
$5.14M 0.35%
+238,539
65
$4.78M 0.32%
+152,088
66
$4.52M 0.31%
+71,270
67
$4.46M 0.3%
+75,385
68
$4.4M 0.3%
+91,251
69
$4.32M 0.29%
+57,917
70
$4.25M 0.29%
+30,208
71
$4.17M 0.28%
+10,041
72
$4.16M 0.28%
+16,886
73
$3.67M 0.25%
+21,868
74
$3.64M 0.25%
+50,581
75
$3.2M 0.22%
+54,120
1 2
3
4 5