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
201
$327K 0.02%
+1,800
202
$327K 0.02%
+927
203
$325K 0.02%
+5,854
204
$315K 0.02%
+12,612
205
$306K 0.02%
+2,244
206
$304K 0.02%
+6,217
207
$300K 0.02%
+1,338
208
$297K 0.02%
+2,561
209
$294K 0.02%
+1,379
210
$286K 0.02%
+899
211
$285K 0.02%
+5,040
212
$284K 0.02%
+1,388
213
$281K 0.02%
+6,664
214
$280K 0.02%
+733
215
$276K 0.02%
+1,151
216
$274K 0.02%
+2,358
217
$272K 0.02%
+1,486
218
$272K 0.02%
+3,106
219
$267K 0.02%
+1,856
220
$265K 0.02%
+3,249
221
$263K 0.02%
+5,087
222
$255K 0.02%
+389
223
$255K 0.02%
+670
224
$253K 0.02%
+2,782
225
$247K 0.02%
+6,793
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9
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