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
676
$3.3K ﹤0.01%
+121
677
$3.28K ﹤0.01%
175
678
$3.24K ﹤0.01%
45
679
$3.23K ﹤0.01%
91
-260
680
$3.16K ﹤0.01%
14
681
$3.16K ﹤0.01%
64
682
$3.13K ﹤0.01%
223
683
$3.1K ﹤0.01%
48
684
$3.09K ﹤0.01%
126
685
$3.09K ﹤0.01%
158
+19
686
$3.06K ﹤0.01%
53
687
$3.06K ﹤0.01%
270
688
$3.02K ﹤0.01%
40
689
$3K ﹤0.01%
42
-265
690
$2.99K ﹤0.01%
240
691
$2.98K ﹤0.01%
+15
692
$2.98K ﹤0.01%
269
-42
693
$2.97K ﹤0.01%
330
-181
694
$2.97K ﹤0.01%
33
695
$2.95K ﹤0.01%
64
696
$2.92K ﹤0.01%
62
697
$2.91K ﹤0.01%
84
698
$2.85K ﹤0.01%
107
699
$2.84K ﹤0.01%
46
700
$2.82K ﹤0.01%
77
+14
26 27
28
29 30