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
901
$4K ﹤0.01%
+913
902
$4K ﹤0.01%
+218
903
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+52
904
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905
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906
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907
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+51
908
$4K ﹤0.01%
+34
909
$3K ﹤0.01%
+226
910
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+156
911
$3K ﹤0.01%
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912
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913
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914
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915
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916
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917
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918
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919
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+32
920
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+134
921
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+15
922
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+37
923
$3K ﹤0.01%
+43
924
$3K ﹤0.01%
+107
925
$3K ﹤0.01%
+179
35 36
37
38 39