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
751
$1.41K ﹤0.01%
+10
752
$1.35K ﹤0.01%
205
753
$1.26K ﹤0.01%
51
754
$1.21K ﹤0.01%
195
-187
755
$1.2K ﹤0.01%
+32
756
$1.18K ﹤0.01%
80
-28
757
$1.1K ﹤0.01%
60
758
$1K ﹤0.01%
23
-11
759
$977 ﹤0.01%
332
760
$966 ﹤0.01%
156
761
$949 ﹤0.01%
63
762
$874 ﹤0.01%
8
-18
763
$836 ﹤0.01%
15
764
$827 ﹤0.01%
179
765
$765 ﹤0.01%
3,000
766
$727 ﹤0.01%
71
767
$713 ﹤0.01%
+5
768
$555 ﹤0.01%
367
769
$483 ﹤0.01%
32
770
$405 ﹤0.01%
5
771
$330 ﹤0.01%
52
772
$282 ﹤0.01%
10
773
$91 ﹤0.01%
77
774
$52 ﹤0.01%
83
775
$23 ﹤0.01%
33
-8
29 30
31
32 33