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
1
$59.4M 6.05%
360,444
-3,571
2
$40.9M 4.17%
245,530
-55,991
3
$36.4M 3.7%
161,397
-913
4
$34.2M 3.48%
342,330
-746
5
$30.6M 3.11%
74,063
-2,402
6
$29.9M 3.04%
150,195
-711
7
$28.5M 2.9%
130,093
-892
8
$27.6M 2.81%
265,354
-55,679
9
$27.1M 2.76%
33,011
-155
10
$25.6M 2.6%
140,280
-331
11
$24.9M 2.54%
241,503
+478
12
$24.1M 2.46%
9,098
-47
13
$23.7M 2.42%
95,924
14
$23.6M 2.4%
227,336
+52,660
15
$23M 2.34%
118,724
-642
16
$21.8M 2.22%
209,087
-10,579
17
$21.7M 2.2%
222,770
+542
18
$19.9M 2.02%
93,750
-908
19
$19.8M 2.02%
69,008
-128
20
$17.8M 1.81%
55,878
-161
21
$17.4M 1.77%
951,864
-39,594
22
$16.5M 1.68%
134,603
-1,240
23
$15.5M 1.57%
154,454
-3
24
$13.7M 1.4%
180,466
+6,403
25
$12.4M 1.26%
354,904
+18,367
1
2 3 4 5