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
201
$147K 0.02%
882
+75
202
$147K 0.01%
318
-131
203
$147K 0.01%
4,653
204
$146K 0.01%
702
+13
205
$145K 0.01%
472
-110
206
$144K 0.01%
773
207
$144K 0.01%
1,581
-1,041
208
$143K 0.01%
320
+65
209
$140K 0.01%
5,000
-5,000
210
$139K 0.01%
2,182
211
$137K 0.01%
938
212
$136K 0.01%
476
-543
213
$135K 0.01%
1,788
+58
214
$133K 0.01%
3,242
215
$129K 0.01%
281
216
$129K 0.01%
1,269
-150
217
$129K 0.01%
15,500
218
$127K 0.01%
2,000
219
$127K 0.01%
3,750
220
$124K 0.01%
7,215
221
$123K 0.01%
1,745
222
$123K 0.01%
2,625
-124
223
$122K 0.01%
1,147
-1,472
224
$122K 0.01%
1,112
-120
225
$120K 0.01%
1,370
-29
7 8
9
10 11