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
76
$1.42M 0.14%
6,666
+6
77
$1.41M 0.14%
8,567
-275
78
$1.36M 0.14%
16,761
79
$1.34M 0.14%
5,501
-3,126
80
$1.31M 0.13%
5,754
-300
81
$1.27M 0.13%
7,801
-68
82
$1.27M 0.13%
18,991
-18,692
83
$1.26M 0.13%
4,518
+154
84
$1.12M 0.11%
11,396
85
$1.11M 0.11%
45,714
-948
86
$1.11M 0.11%
11,398
-260
87
$1.1M 0.11%
10,500
-3,300
88
$1.06M 0.11%
26,959
-1,000
89
$1.04M 0.11%
4,811
-72
90
$1.04M 0.11%
9,759
+14
91
$1.04M 0.11%
11,897
-50
92
$1.02M 0.1%
8,870
-100
93
$1.01M 0.1%
1,514
+12
94
$1M 0.1%
9,552
95
$991K 0.1%
12,884
-900
96
$957K 0.1%
25,610
+23,030
97
$937K 0.1%
12,282
-3,474
98
$924K 0.09%
4,593
-366
99
$906K 0.09%
27,746
-1,445
100
$880K 0.09%
5,781
-5,391
2 3
4
5 6