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
351
$34.6K ﹤0.01%
511
-17
352
$34.2K ﹤0.01%
517
-240
353
$34.1K ﹤0.01%
2,827
-138
354
$33.9K ﹤0.01%
104
-94
355
$33.7K ﹤0.01%
704
356
$33.1K ﹤0.01%
70
357
$32.8K ﹤0.01%
295
+7
358
$32.8K ﹤0.01%
217
359
$32.1K ﹤0.01%
349
-259
360
$32.1K ﹤0.01%
240
361
$32K ﹤0.01%
268
362
$31.9K ﹤0.01%
999
-170
363
$31.6K ﹤0.01%
184
+41
364
$31.3K ﹤0.01%
98
-3
365
$30.7K ﹤0.01%
400
366
$30.7K ﹤0.01%
533
+42
367
$30.6K ﹤0.01%
3,000
368
$30.2K ﹤0.01%
563
+25
369
$29.8K ﹤0.01%
50
370
$29.6K ﹤0.01%
290
+61
371
$29.3K ﹤0.01%
288
-52
372
$28K ﹤0.01%
137
-21
373
$27.7K ﹤0.01%
404
+103
374
$27.6K ﹤0.01%
560
375
$27.6K ﹤0.01%
1,491
13 14
15
16 17