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
$982M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$861K
3
+$642K
4
PYPL icon
PayPal
PYPL
+$486K
5
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$401K

Top Sells

1
+$9.33M
2
+$5.79M
3
+$1.25M
4
SBUX icon
Starbucks
SBUX
+$1.1M
5
PEN icon
Penumbra
PEN
+$992K

Sector Composition

1 Healthcare 17.11%
2 Technology 16.76%
3 Industrials 13.12%
4 Consumer Discretionary 11.35%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.01%
884
-3
227
$116K 0.01%
171
-18
228
$114K 0.01%
+2,162
229
$113K 0.01%
3,605
-310
230
$113K 0.01%
3,000
231
$112K 0.01%
3,424
232
$111K 0.01%
1,123
-539
233
$109K 0.01%
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234
$108K 0.01%
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235
$107K 0.01%
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-350
236
$106K 0.01%
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237
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500
238
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239
$105K 0.01%
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240
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241
$104K 0.01%
775
242
$102K 0.01%
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243
$102K 0.01%
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244
$102K 0.01%
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245
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246
$98.9K 0.01%
945
247
$97.4K 0.01%
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248
$97K 0.01%
900
249
$96K 0.01%
732
-20
250
$95K 0.01%
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-100
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10
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