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
726
$10K ﹤0.01%
+100
727
$10K ﹤0.01%
+205
728
$10K ﹤0.01%
+950
729
$10K ﹤0.01%
+487
730
$10K ﹤0.01%
+55
731
$10K ﹤0.01%
+114
732
$10K ﹤0.01%
+100
733
$10K ﹤0.01%
+275
734
$10K ﹤0.01%
+104
735
$10K ﹤0.01%
+282
736
$10K ﹤0.01%
+212
737
$10K ﹤0.01%
+100
738
$10K ﹤0.01%
+239
739
$10K ﹤0.01%
+157
740
$10K ﹤0.01%
+342
741
$10K ﹤0.01%
+556
742
$10K ﹤0.01%
+576
743
$10K ﹤0.01%
+178
744
$10K ﹤0.01%
+200
745
$10K ﹤0.01%
+1,000
746
$10K ﹤0.01%
+523
747
$9K ﹤0.01%
+121
748
$9K ﹤0.01%
+35
749
$9K ﹤0.01%
+84
750
$9K ﹤0.01%
+1,044
28 29
30
31 32