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
451
$15.2K ﹤0.01%
115
452
$15.1K ﹤0.01%
633
+35
453
$15K ﹤0.01%
830
454
$15K ﹤0.01%
436
-49
455
$15K ﹤0.01%
100
-80
456
$14.4K ﹤0.01%
54
-38
457
$14.3K ﹤0.01%
128
458
$14.2K ﹤0.01%
985
459
$14.1K ﹤0.01%
142
460
$14K ﹤0.01%
491
-54
461
$13.9K ﹤0.01%
159
+19
462
$13.8K ﹤0.01%
169
+1
463
$13.8K ﹤0.01%
145
464
$13.4K ﹤0.01%
136
465
$13.4K ﹤0.01%
309
+56
466
$12.9K ﹤0.01%
41
467
$12.9K ﹤0.01%
+1,278
468
$12.8K ﹤0.01%
590
469
$12.8K ﹤0.01%
265
470
$12.6K ﹤0.01%
110
-66
471
$12.6K ﹤0.01%
55
472
$12.5K ﹤0.01%
592
+354
473
$12.4K ﹤0.01%
365
-27
474
$12.3K ﹤0.01%
1,500
475
$12.3K ﹤0.01%
214
+122
17 18
19
20 21