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
576
$6.2K ﹤0.01%
44
577
$6.16K ﹤0.01%
550
+29
578
$6.1K ﹤0.01%
658
-181
579
$6.07K ﹤0.01%
107
580
$6.02K ﹤0.01%
161
581
$6.01K ﹤0.01%
220
+50
582
$5.99K ﹤0.01%
225
-11
583
$5.88K ﹤0.01%
68
584
$5.82K ﹤0.01%
75
585
$5.76K ﹤0.01%
160
586
$5.68K ﹤0.01%
23
587
$5.67K ﹤0.01%
208
588
$5.63K ﹤0.01%
26
589
$5.62K ﹤0.01%
303
+17
590
$5.57K ﹤0.01%
38
591
$5.43K ﹤0.01%
53
-25
592
$5.38K ﹤0.01%
35
593
$5.36K ﹤0.01%
81
594
$5.3K ﹤0.01%
290
+7
595
$5.3K ﹤0.01%
41
596
$5.28K ﹤0.01%
63
-59
597
$5.25K ﹤0.01%
75
+27
598
$5.25K ﹤0.01%
122
+6
599
$5.24K ﹤0.01%
31
-7
600
$5.23K ﹤0.01%
36
22 23
24
25 26