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
701
$2.81K ﹤0.01%
14
702
$2.8K ﹤0.01%
205
703
$2.74K ﹤0.01%
9
704
$2.67K ﹤0.01%
21
705
$2.64K ﹤0.01%
397
706
$2.63K ﹤0.01%
15
707
$2.61K ﹤0.01%
26
708
$2.45K ﹤0.01%
114
709
$2.45K ﹤0.01%
133
710
$2.43K ﹤0.01%
18
711
$2.37K ﹤0.01%
169
712
$2.27K ﹤0.01%
15
+3
713
$2.26K ﹤0.01%
41
714
$2.23K ﹤0.01%
68
715
$2.22K ﹤0.01%
539
716
$2.21K ﹤0.01%
61
717
$2.19K ﹤0.01%
28
718
$2.19K ﹤0.01%
26
719
$2.18K ﹤0.01%
163
720
$2.08K ﹤0.01%
60
721
$2.07K ﹤0.01%
47
722
$2.03K ﹤0.01%
200
723
$2.02K ﹤0.01%
33
724
$2K ﹤0.01%
11
725
$2K ﹤0.01%
168
+98
27 28
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30 31