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
601
$5.23K ﹤0.01%
389
602
$5.17K ﹤0.01%
23
-14
603
$5.11K ﹤0.01%
21
-4
604
$5.04K ﹤0.01%
328
+96
605
$4.98K ﹤0.01%
128
606
$4.97K ﹤0.01%
200
607
$4.97K ﹤0.01%
14
608
$4.96K ﹤0.01%
42
609
$4.94K ﹤0.01%
53
610
$4.92K ﹤0.01%
365
611
$4.92K ﹤0.01%
2
612
$4.88K ﹤0.01%
91
-12
613
$4.86K ﹤0.01%
200
614
$4.86K ﹤0.01%
1,724
+747
615
$4.86K ﹤0.01%
235
-11
616
$4.82K ﹤0.01%
118
617
$4.8K ﹤0.01%
72
618
$4.75K ﹤0.01%
500
619
$4.68K ﹤0.01%
217
-229
620
$4.65K ﹤0.01%
212
621
$4.58K ﹤0.01%
83
622
$4.54K ﹤0.01%
484
623
$4.53K ﹤0.01%
410
624
$4.46K ﹤0.01%
42
+4
625
$4.41K ﹤0.01%
75
23 24
25
26 27