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
51
$4.92M 0.5%
97,189
-8,751
52
$4.68M 0.48%
61,983
-6,879
53
$4.43M 0.45%
90,084
54
$4.3M 0.44%
32,960
-161
55
$4.19M 0.43%
156,312
-20,300
56
$4.02M 0.41%
64,849
-1,580
57
$3.2M 0.33%
14,366
-40
58
$3.15M 0.32%
60,258
-1,350
59
$3.06M 0.31%
20,573
-50
60
$2.98M 0.3%
14,601
-1,765
61
$2.95M 0.3%
29,157
-83
62
$2.93M 0.3%
22,372
-184
63
$2.73M 0.28%
17,152
+107
64
$2.66M 0.27%
58,840
-6,242
65
$2.27M 0.23%
16,898
-1,017
66
$2.25M 0.23%
29,497
-1,660
67
$2.22M 0.23%
54,372
+4,357
68
$2.1M 0.21%
7,119
69
$1.99M 0.2%
10,512
-513
70
$1.99M 0.2%
185,409
-2,282
71
$1.95M 0.2%
27,301
-4,320
72
$1.93M 0.2%
9,666
-199
73
$1.57M 0.16%
21,228
-11,353
74
$1.54M 0.16%
26,353
+394
75
$1.47M 0.15%
7,548
-202
1 2
3
4 5