WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
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
426
$18.8K ﹤0.01%
93
-37
427
$18.8K ﹤0.01%
311
+114
428
$18.6K ﹤0.01%
672
429
$18.2K ﹤0.01%
144
430
$18.2K ﹤0.01%
258
-54
431
$18.2K ﹤0.01%
461
-98
432
$18.1K ﹤0.01%
707
-96
433
$18.1K ﹤0.01%
285
+28
434
$17.9K ﹤0.01%
172
-31
435
$17.7K ﹤0.01%
1,000
-209
436
$17.4K ﹤0.01%
677
437
$17.1K ﹤0.01%
642
438
$17.1K ﹤0.01%
1,436
439
$16.9K ﹤0.01%
2,000
440
$16.9K ﹤0.01%
119
-19
441
$16.7K ﹤0.01%
657
442
$16.6K ﹤0.01%
108
443
$16.6K ﹤0.01%
965
+29
444
$16.5K ﹤0.01%
+419
445
$16.5K ﹤0.01%
394
446
$16.1K ﹤0.01%
1,200
447
$15.6K ﹤0.01%
165
-1
448
$15.5K ﹤0.01%
167
+35
449
$15.3K ﹤0.01%
1,879
450
$15.3K ﹤0.01%
172
-172
16 17
18
19 20