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
151
$579K 0.04%
+19,338
152
$575K 0.04%
+4,962
153
$574K 0.04%
+2,355
154
$551K 0.04%
+4,245
155
$550K 0.04%
+1,878
156
$550K 0.04%
+2,064
157
$534K 0.04%
+13,850
158
$520K 0.04%
+1,404
159
$498K 0.03%
+14,996
160
$487K 0.03%
+2,932
161
$483K 0.03%
+3,474
162
$475K 0.03%
+1,579
163
$474K 0.03%
+10,654
164
$474K 0.03%
+8,750
165
$473K 0.03%
+736
166
$459K 0.03%
+1,629
167
$457K 0.03%
+9,517
168
$454K 0.03%
+4,025
169
$453K 0.03%
+1,658
170
$451K 0.03%
+5,167
171
$449K 0.03%
+7,435
172
$437K 0.03%
+1,582
173
$433K 0.03%
+9,024
174
$428K 0.03%
+2,617
175
$421K 0.03%
+14,546
5 6
7
8 9