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
651
$3.84K ﹤0.01%
47
652
$3.83K ﹤0.01%
50
653
$3.82K ﹤0.01%
913
654
$3.8K ﹤0.01%
383
655
$3.8K ﹤0.01%
92
656
$3.72K ﹤0.01%
54
-106
657
$3.71K ﹤0.01%
50
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658
$3.7K ﹤0.01%
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659
$3.68K ﹤0.01%
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660
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+26
661
$3.67K ﹤0.01%
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662
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663
$3.58K ﹤0.01%
46
664
$3.56K ﹤0.01%
84
665
$3.55K ﹤0.01%
204
666
$3.55K ﹤0.01%
+14
667
$3.52K ﹤0.01%
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668
$3.51K ﹤0.01%
95
669
$3.5K ﹤0.01%
666
670
$3.5K ﹤0.01%
31
671
$3.43K ﹤0.01%
100
672
$3.43K ﹤0.01%
15
+1
673
$3.36K ﹤0.01%
379
674
$3.35K ﹤0.01%
46
675
$3.35K ﹤0.01%
38
-9
25 26
27
28 29