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
176
$414K 0.03%
+9,921
177
$410K 0.03%
+1,358
178
$406K 0.03%
+3,871
179
$404K 0.03%
+3,904
180
$397K 0.03%
+4,121
181
$395K 0.03%
+852
182
$391K 0.03%
+2,078
183
$390K 0.03%
+940
184
$390K 0.03%
+9,459
185
$388K 0.03%
+5,121
186
$384K 0.03%
+3,761
187
$381K 0.03%
+10,900
188
$371K 0.03%
+2,114
189
$368K 0.02%
+462
190
$365K 0.02%
+6,777
191
$355K 0.02%
+4,520
192
$348K 0.02%
+4,055
193
$344K 0.02%
+3,956
194
$339K 0.02%
+1,000
195
$338K 0.02%
+2,981
196
$333K 0.02%
+3,230
197
$329K 0.02%
+947
198
$328K 0.02%
+4,149
199
$328K 0.02%
+3,345
200
$327K 0.02%
+5,826
6 7
8
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