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
476
$12.3K ﹤0.01%
801
477
$11.9K ﹤0.01%
58
478
$11.9K ﹤0.01%
125
-24
479
$11.8K ﹤0.01%
1,227
480
$11.7K ﹤0.01%
173
-19
481
$11.6K ﹤0.01%
330
-101
482
$11.5K ﹤0.01%
127
+13
483
$11.5K ﹤0.01%
59
-5
484
$11.5K ﹤0.01%
165
485
$11.5K ﹤0.01%
+181
486
$11.2K ﹤0.01%
77
-7
487
$10.9K ﹤0.01%
336
+6
488
$10.9K ﹤0.01%
550
489
$10.8K ﹤0.01%
978
490
$10.8K ﹤0.01%
101
491
$10.8K ﹤0.01%
150
-300
492
$10.6K ﹤0.01%
108
-54
493
$10.5K ﹤0.01%
291
+41
494
$10.5K ﹤0.01%
138
495
$10.3K ﹤0.01%
588
496
$10.2K ﹤0.01%
44
-4
497
$10.2K ﹤0.01%
278
-222
498
$10.2K ﹤0.01%
217
-15
499
$10.2K ﹤0.01%
346
+48
500
$10.1K ﹤0.01%
90
-2
18 19
20
21 22