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
26
$12.1M 1.23%
59,189
+180
27
$11.2M 1.14%
100,012
-999
28
$10.7M 1.09%
336,947
+121
29
$9.97M 1.02%
176,058
-623
30
$9.81M 1%
89,503
-165
31
$9.33M 0.95%
298,902
-1,264
32
$8.44M 0.86%
22,441
+724
33
$8.2M 0.84%
295,360
-1,150
34
$7.97M 0.81%
31,947
-1,069
35
$7.88M 0.8%
133,408
-5,882
36
$7.79M 0.79%
50,228
-635
37
$7.7M 0.78%
80,264
+1,432
38
$7.54M 0.77%
45,561
+315
39
$7.45M 0.76%
40,524
+443
40
$7.33M 0.75%
25,438
+137
41
$7.33M 0.75%
53,055
-927
42
$7.31M 0.74%
233,843
-17,595
43
$6.63M 0.68%
16,200
-353
44
$6.3M 0.64%
213,273
+13,571
45
$6.19M 0.63%
24,214
+98
46
$6.02M 0.61%
72,724
-318
47
$5.67M 0.58%
31,291
-500
48
$5.55M 0.56%
24,530
-176
49
$5.25M 0.53%
299,558
-422
50
$5.23M 0.53%
22,374
-52
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2
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