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
251
$94.6K 0.01%
1,300
252
$94.3K 0.01%
1,170
+153
253
$93.4K 0.01%
1,193
254
$90.7K 0.01%
495
-20
255
$88.5K 0.01%
339
256
$86.7K 0.01%
1,045
-26
257
$85.9K 0.01%
223
-80
258
$84.9K 0.01%
275
-80
259
$84.6K 0.01%
2,544
260
$84.5K 0.01%
650
-50
261
$82.6K 0.01%
2,760
-1,696
262
$82.6K 0.01%
8,936
263
$82.3K 0.01%
587
+342
264
$81.6K 0.01%
1,540
+760
265
$80.4K 0.01%
269
266
$80.2K 0.01%
1,331
-111
267
$80.1K 0.01%
359
-109
268
$78.6K 0.01%
221
-61
269
$78.5K 0.01%
338
270
$77.5K 0.01%
1,149
271
$77.1K 0.01%
555
272
$77.1K 0.01%
463
-404
273
$77.1K 0.01%
928
+4
274
$74K 0.01%
3,207
275
$73.6K 0.01%
418
9 10
11
12 13