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
326
$44.6K ﹤0.01%
1,129
327
$44.2K ﹤0.01%
225
-6
328
$43.3K ﹤0.01%
191
-308
329
$43.3K ﹤0.01%
+765
330
$43K ﹤0.01%
609
+30
331
$42.8K ﹤0.01%
298
-126
332
$41.5K ﹤0.01%
522
-14
333
$41.5K ﹤0.01%
750
334
$41K ﹤0.01%
705
335
$40.8K ﹤0.01%
995
336
$39.6K ﹤0.01%
431
+33
337
$39.6K ﹤0.01%
780
338
$39.4K ﹤0.01%
461
339
$38.8K ﹤0.01%
352
+43
340
$38.7K ﹤0.01%
217
341
$38.5K ﹤0.01%
765
342
$38.2K ﹤0.01%
92
343
$37.9K ﹤0.01%
584
+8
344
$36.5K ﹤0.01%
73
-19
345
$36.3K ﹤0.01%
757
+150
346
$35.9K ﹤0.01%
+93
347
$35.9K ﹤0.01%
465
+51
348
$35.4K ﹤0.01%
1,186
+26
349
$35.1K ﹤0.01%
50
350
$35K ﹤0.01%
227
+8
12 13
14
15 16