WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$977K
3
+$838K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$546K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$512K

Top Sells

1
+$8.37M
2
+$2.55M
3
+$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$102K 0.01%
1,195
+372
252
$99.8K 0.01%
855
-43
253
$99.5K 0.01%
376
254
$99K 0.01%
2,900
255
$98.2K 0.01%
1,667
256
$95.6K 0.01%
3,247
+487
257
$94.9K 0.01%
900
258
$93.3K 0.01%
1,175
-150
259
$92.9K 0.01%
737
+25
260
$91.4K 0.01%
166
-71
261
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345
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262
$90.8K 0.01%
347
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263
$89.8K 0.01%
615
264
$89.4K 0.01%
42,165
-3,280
265
$88.5K 0.01%
880
-50
266
$88.2K 0.01%
555
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267
$88K 0.01%
2,177
268
$87.2K 0.01%
1,302
-2,662
269
$86.8K 0.01%
1,312
270
$85K 0.01%
364
+37
271
$84K 0.01%
3,207
272
$83.2K 0.01%
919
+16
273
$82.1K 0.01%
175
274
$80.6K 0.01%
44
+18
275
$79K 0.01%
769
-414
9 10
11
12 13