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
101
$879K 0.09%
21,766
-4,262
102
$853K 0.09%
6,384
103
$851K 0.09%
6,823
104
$846K 0.09%
2,057
105
$819K 0.08%
2,676
-59
106
$768K 0.08%
17,218
-200
107
$764K 0.08%
1,617
-201
108
$735K 0.07%
14,975
-1,733
109
$704K 0.07%
3,075
-25
110
$692K 0.07%
14,179
-9,268
111
$680K 0.07%
8,892
-3,401
112
$663K 0.07%
920
113
$659K 0.07%
53,432
114
$635K 0.06%
9,160
-296
115
$625K 0.06%
1,085
-12
116
$575K 0.06%
4,509
+1,703
117
$562K 0.06%
9,612
118
$560K 0.06%
1,127
+13
119
$549K 0.06%
8,124
-554
120
$514K 0.05%
3,239
-74
121
$507K 0.05%
13,027
-375
122
$506K 0.05%
29,088
-2,604
123
$491K 0.05%
3,670
124
$482K 0.05%
2,411
+104
125
$446K 0.05%
6,395
3 4
5
6 7