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
526
$8.4K ﹤0.01%
143
527
$8.35K ﹤0.01%
315
+47
528
$8.3K ﹤0.01%
221
-23
529
$8.23K ﹤0.01%
242
-49
530
$8.2K ﹤0.01%
212
531
$8.13K ﹤0.01%
149
532
$8.11K ﹤0.01%
201
533
$8.05K ﹤0.01%
105
534
$7.99K ﹤0.01%
56
535
$7.94K ﹤0.01%
246
536
$7.86K ﹤0.01%
165
+57
537
$7.86K ﹤0.01%
244
+47
538
$7.77K ﹤0.01%
+487
539
$7.71K ﹤0.01%
165
540
$7.62K ﹤0.01%
301
-41
541
$7.61K ﹤0.01%
1,079
542
$7.54K ﹤0.01%
322
543
$7.49K ﹤0.01%
+440
544
$7.49K ﹤0.01%
408
545
$7.44K ﹤0.01%
581
+164
546
$7.41K ﹤0.01%
300
547
$7.37K ﹤0.01%
46
+2
548
$7.24K ﹤0.01%
309
549
$7.21K ﹤0.01%
76
+4
550
$7.18K ﹤0.01%
74
+6
20 21
22
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