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
726
$1.87K ﹤0.01%
167
727
$1.86K ﹤0.01%
406
728
$1.85K ﹤0.01%
17
729
$1.84K ﹤0.01%
34
730
$1.8K ﹤0.01%
201
731
$1.78K ﹤0.01%
18
732
$1.76K ﹤0.01%
54
-218
733
$1.75K ﹤0.01%
+76
734
$1.74K ﹤0.01%
28
735
$1.73K ﹤0.01%
65
736
$1.73K ﹤0.01%
49
737
$1.7K ﹤0.01%
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738
$1.68K ﹤0.01%
239
739
$1.68K ﹤0.01%
70
740
$1.67K ﹤0.01%
150
741
$1.67K ﹤0.01%
+72
742
$1.65K ﹤0.01%
15
743
$1.56K ﹤0.01%
36
744
$1.51K ﹤0.01%
992
745
$1.5K ﹤0.01%
91
746
$1.44K ﹤0.01%
114
747
$1.44K ﹤0.01%
125
748
$1.44K ﹤0.01%
+59
749
$1.41K ﹤0.01%
38
750
$1.41K ﹤0.01%
115
28 29
30
31 32