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
151
$296K 0.03%
+5,936
152
$295K 0.03%
5,460
-14
153
$282K 0.03%
960
+424
154
$278K 0.03%
764
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155
$277K 0.03%
1,912
-13
156
$271K 0.03%
5,066
-200
157
$268K 0.03%
8,618
158
$252K 0.03%
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159
$251K 0.03%
4,125
160
$250K 0.03%
1,800
161
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162
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163
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6,201
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164
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725
165
$235K 0.02%
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166
$231K 0.02%
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167
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169
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170
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171
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172
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173
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1,649
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174
$218K 0.02%
1,486
175
$218K 0.02%
1,505
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5 6
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