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
126
$440K 0.04%
13,050
127
$434K 0.04%
1,264
+46
128
$418K 0.04%
3,377
+1,555
129
$413K 0.04%
1,235
-50
130
$411K 0.04%
2,152
-1,022
131
$410K 0.04%
10,822
+260
132
$381K 0.04%
1,878
133
$377K 0.04%
19,603
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134
$376K 0.04%
1,768
-13
135
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3,871
136
$371K 0.04%
14,546
137
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767
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138
$349K 0.04%
7,631
139
$344K 0.04%
14,211
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140
$338K 0.03%
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141
$334K 0.03%
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142
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1,382
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143
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3,764
144
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3,182
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145
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3,565
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146
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+3,817
147
$312K 0.03%
1,090
-44
148
$310K 0.03%
3,404
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149
$305K 0.03%
3,615
150
$301K 0.03%
12,262
-3,211
4 5
6
7 8