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
276
$71.4K 0.01%
5,290
277
$71.3K 0.01%
1,775
278
$71.1K 0.01%
990
-25
279
$70.8K 0.01%
1,046
280
$70K 0.01%
1,276
281
$69K 0.01%
215
-33
282
$68.8K 0.01%
150
283
$68.5K 0.01%
539
-82
284
$67.5K 0.01%
492
-765
285
$65.3K 0.01%
3,674
-500
286
$65K 0.01%
694
287
$64.7K 0.01%
2,044
288
$64.1K 0.01%
422
+22
289
$62.8K 0.01%
1,042
-17
290
$61K 0.01%
433
-102
291
$60.3K 0.01%
352
+199
292
$58.1K 0.01%
620
293
$57.6K 0.01%
1,080
294
$57.2K 0.01%
83
295
$57.1K 0.01%
1,122
-487
296
$56.2K 0.01%
131
-3
297
$55.6K 0.01%
324
+1
298
$55.1K 0.01%
500
299
$54.5K 0.01%
196
-6
300
$54.4K 0.01%
2,100
10 11
12
13 14