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
301
$54.1K 0.01%
157
+23
302
$54.1K 0.01%
2,246
-125
303
$53.8K 0.01%
457
304
$53.5K 0.01%
556
+38
305
$53.2K 0.01%
451
+3
306
$52.8K 0.01%
145
-89
307
$52.7K 0.01%
1,825
-128
308
$52.4K 0.01%
669
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309
$52K 0.01%
670
310
$50.9K 0.01%
91
+6
311
$50.3K 0.01%
806
-95
312
$49.7K 0.01%
711
313
$49.5K 0.01%
900
314
$49.3K 0.01%
193
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315
$49.1K 0.01%
1,012
316
$48.6K 0.01%
461
317
$48.3K ﹤0.01%
800
318
$47.7K ﹤0.01%
3,161
+1,045
319
$47.7K ﹤0.01%
200
-250
320
$46K ﹤0.01%
418
-96
321
$45.4K ﹤0.01%
902
-39
322
$45.2K ﹤0.01%
650
323
$45.1K ﹤0.01%
7,500
324
$44.9K ﹤0.01%
213
-48
325
$44.8K ﹤0.01%
324
-99
11 12
13
14 15