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
76
$3.06M 0.21%
+36,096
77
$2.99M 0.2%
+9,779
78
$2.99M 0.2%
+4,478
79
$2.92M 0.2%
+21,819
80
$2.92M 0.2%
+11,283
81
$2.87M 0.19%
+58,087
82
$2.83M 0.19%
+17,278
83
$2.6M 0.18%
+22,895
84
$2.44M 0.17%
+18,028
85
$2.23M 0.15%
+37,232
86
$2.22M 0.15%
+4,423
87
$2.19M 0.15%
+42,418
88
$2.16M 0.15%
+6,968
89
$1.97M 0.13%
+16,059
90
$1.95M 0.13%
+4,091
91
$1.92M 0.13%
+10,756
92
$1.82M 0.12%
+23,106
93
$1.8M 0.12%
+18,978
94
$1.74M 0.12%
+6,913
95
$1.65M 0.11%
+33,674
96
$1.61M 0.11%
+11,850
97
$1.61M 0.11%
+10,571
98
$1.58M 0.11%
+48,405
99
$1.57M 0.11%
+6,224
100
$1.52M 0.1%
+5,684
2 3
4
5 6