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
101
$1.51M 0.1%
+5,839
102
$1.49M 0.1%
+17,279
103
$1.46M 0.1%
+18,038
104
$1.4M 0.09%
+13,778
105
$1.29M 0.09%
+13,905
106
$1.23M 0.08%
+24,357
107
$1.17M 0.08%
+2,999
108
$1.15M 0.08%
+9,552
109
$1.1M 0.07%
+18,686
110
$1.09M 0.07%
+8,408
111
$1.08M 0.07%
+1,910
112
$1.07M 0.07%
+9,086
113
$1.06M 0.07%
+6,175
114
$1.04M 0.07%
+6,170
115
$1.03M 0.07%
+11,079
116
$983K 0.07%
+1,632
117
$972K 0.07%
+12,693
118
$965K 0.07%
+8,371
119
$947K 0.06%
+13,160
120
$940K 0.06%
+1,658
121
$934K 0.06%
+19,718
122
$932K 0.06%
+13,871
123
$917K 0.06%
+6,173
124
$867K 0.06%
+25,235
125
$830K 0.06%
+981
3 4
5
6 7