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
626
$4.39K ﹤0.01%
19
627
$4.38K ﹤0.01%
205
+46
628
$4.38K ﹤0.01%
223
+41
629
$4.36K ﹤0.01%
50
630
$4.36K ﹤0.01%
22
-16
631
$4.34K ﹤0.01%
74
632
$4.33K ﹤0.01%
500
633
$4.22K ﹤0.01%
78
634
$4.22K ﹤0.01%
20
635
$4.2K ﹤0.01%
23
-7
636
$4.2K ﹤0.01%
36
637
$4.18K ﹤0.01%
55
638
$4.18K ﹤0.01%
71
639
$4.17K ﹤0.01%
30
640
$4.14K ﹤0.01%
47
641
$4.1K ﹤0.01%
28
+5
642
$4.08K ﹤0.01%
38
643
$4.03K ﹤0.01%
129
644
$3.98K ﹤0.01%
+116
645
$3.98K ﹤0.01%
367
646
$3.96K ﹤0.01%
139
647
$3.95K ﹤0.01%
130
648
$3.92K ﹤0.01%
110
649
$3.89K ﹤0.01%
4
650
$3.84K ﹤0.01%
17
-2
24 25
26
27 28