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
126
$824K 0.06%
+2,930
127
$819K 0.06%
+15,758
128
$814K 0.06%
+81,432
129
$809K 0.05%
+4,427
130
$796K 0.05%
+4,503
131
$786K 0.05%
+3,579
132
$780K 0.05%
+4,838
133
$769K 0.05%
+3,685
134
$767K 0.05%
+12,296
135
$741K 0.05%
+2,916
136
$716K 0.05%
+3,431
137
$714K 0.05%
+8,053
138
$711K 0.05%
+3,438
139
$705K 0.05%
+37,939
140
$689K 0.05%
+11,357
141
$686K 0.05%
+1,910
142
$646K 0.04%
+23,388
143
$639K 0.04%
+3,383
144
$638K 0.04%
+7,487
145
$630K 0.04%
+9,470
146
$619K 0.04%
+6,750
147
$612K 0.04%
+9,232
148
$597K 0.04%
+24,578
149
$595K 0.04%
+2,953
150
$591K 0.04%
+10,482
4 5
6
7 8