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
376
$27.5K ﹤0.01%
436
-3
377
$27.5K ﹤0.01%
177
-20
378
$27.3K ﹤0.01%
394
-346
379
$27.3K ﹤0.01%
320
380
$26.9K ﹤0.01%
356
-30
381
$26.8K ﹤0.01%
453
382
$26.7K ﹤0.01%
337
383
$26.5K ﹤0.01%
714
-349
384
$26.2K ﹤0.01%
211
+3
385
$26.2K ﹤0.01%
2,426
386
$25.5K ﹤0.01%
99
-8
387
$25.3K ﹤0.01%
1,200
388
$25.2K ﹤0.01%
1,035
389
$25K ﹤0.01%
597
390
$24.9K ﹤0.01%
302
-102
391
$24K ﹤0.01%
1,000
392
$23.9K ﹤0.01%
67
-21
393
$23.7K ﹤0.01%
880
394
$23.7K ﹤0.01%
204
-24
395
$23.7K ﹤0.01%
183
396
$23.6K ﹤0.01%
660
397
$23.5K ﹤0.01%
142
-14
398
$23.3K ﹤0.01%
78
399
$23.3K ﹤0.01%
269
+4
400
$22.8K ﹤0.01%
418
14 15
16
17 18