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
501
$9.97K ﹤0.01%
158
502
$9.95K ﹤0.01%
284
-57
503
$9.92K ﹤0.01%
59
504
$9.88K ﹤0.01%
178
505
$9.84K ﹤0.01%
165
506
$9.67K ﹤0.01%
68
507
$9.66K ﹤0.01%
192
-132
508
$9.43K ﹤0.01%
97
-53
509
$9.29K ﹤0.01%
66
-6
510
$9.13K ﹤0.01%
100
511
$9.02K ﹤0.01%
98
+18
512
$8.95K ﹤0.01%
20
+1
513
$8.89K ﹤0.01%
38
-7
514
$8.89K ﹤0.01%
100
515
$8.84K ﹤0.01%
114
516
$8.83K ﹤0.01%
140
-18
517
$8.8K ﹤0.01%
+176
518
$8.79K ﹤0.01%
100
519
$8.71K ﹤0.01%
219
520
$8.65K ﹤0.01%
194
-31
521
$8.63K ﹤0.01%
84
522
$8.48K ﹤0.01%
69
523
$8.44K ﹤0.01%
102
+11
524
$8.44K ﹤0.01%
123
525
$8.43K ﹤0.01%
563
-75
19 20
21
22 23