WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
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
951
$3K ﹤0.01%
+43
952
$2K ﹤0.01%
+114
953
$2K ﹤0.01%
+39
954
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+38
955
$2K ﹤0.01%
+89
956
$2K ﹤0.01%
+60
957
$2K ﹤0.01%
+100
958
$2K ﹤0.01%
+58
959
$2K ﹤0.01%
+115
960
$2K ﹤0.01%
+15
961
$2K ﹤0.01%
+22
962
$2K ﹤0.01%
+100
963
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+72
964
$2K ﹤0.01%
+33
965
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+15
966
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+32
967
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+52
968
$2K ﹤0.01%
+33
969
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+52
970
$2K ﹤0.01%
+64
971
$2K ﹤0.01%
+13
972
$2K ﹤0.01%
+32
973
$2K ﹤0.01%
+58
974
$2K ﹤0.01%
+54
975
$2K ﹤0.01%
+30
37 38
39
40 41