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
1
$73.5M 4.97%
+413,931
2
$52M 3.52%
+359,120
3
$51M 3.45%
+2,612,262
4
$44M 2.98%
+156,084
5
$43.8M 2.96%
+262,760
6
$40.5M 2.74%
+352,967
7
$36.5M 2.47%
+168,628
8
$35.9M 2.43%
+386,916
9
$35.5M 2.4%
+136,394
10
$33.9M 2.29%
+100,661
11
$33M 2.23%
+55,380
12
$32.8M 2.22%
+109,570
13
$28.9M 1.96%
+355,507
14
$28.6M 1.93%
+151,395
15
$28.5M 1.93%
+82,988
16
$26.7M 1.81%
+153,916
17
$26.2M 1.77%
+122,188
18
$25.9M 1.75%
+178,560
19
$25.7M 1.74%
+219,955
20
$25.3M 1.71%
+219,314
21
$24.1M 1.63%
+98,305
22
$23.8M 1.61%
+153,854
23
$22.5M 1.52%
+134,762
24
$22.1M 1.49%
+9,198
25
$22M 1.49%
+34,906
1
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