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
401
$22.8K ﹤0.01%
109
402
$22.7K ﹤0.01%
187
-82
403
$22.6K ﹤0.01%
965
404
$22.4K ﹤0.01%
225
405
$22.3K ﹤0.01%
385
-62
406
$22K ﹤0.01%
2,077
407
$21.9K ﹤0.01%
93
408
$21.9K ﹤0.01%
676
+172
409
$21.5K ﹤0.01%
896
410
$21.2K ﹤0.01%
602
-41
411
$21.1K ﹤0.01%
334
-40
412
$20.7K ﹤0.01%
600
413
$20.4K ﹤0.01%
400
-100
414
$20.1K ﹤0.01%
120
415
$20K ﹤0.01%
50
416
$19.7K ﹤0.01%
326
417
$19.6K ﹤0.01%
623
418
$19.5K ﹤0.01%
309
419
$19.5K ﹤0.01%
540
+210
420
$19.4K ﹤0.01%
505
-74
421
$19.4K ﹤0.01%
1,117
-106
422
$19.4K ﹤0.01%
449
423
$19.1K ﹤0.01%
415
424
$19.1K ﹤0.01%
381
425
$19K ﹤0.01%
1,417
15 16
17
18 19