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
276
$76.9K 0.01%
1,725
277
$75.9K 0.01%
370
+220
278
$75.9K 0.01%
752
-75
279
$75.1K 0.01%
2,402
280
$73.2K 0.01%
697
281
$73K 0.01%
887
282
$72.9K 0.01%
1,030
283
$72.8K 0.01%
892
-690
284
$71.9K 0.01%
1,900
-45
285
$70.3K 0.01%
400
286
$70.1K 0.01%
1,129
-42
287
$69.8K 0.01%
499
-240
288
$68.3K 0.01%
1,368
289
$67.8K 0.01%
393
+11
290
$67.7K 0.01%
694
291
$67.5K 0.01%
1,344
+42
292
$67.2K 0.01%
600
-50
293
$66.7K 0.01%
125
294
$66.2K 0.01%
573
+27
295
$66K 0.01%
1,232
296
$65.6K 0.01%
545
297
$63.9K 0.01%
1,129
298
$63.2K 0.01%
980
299
$62.6K 0.01%
2,965
300
$62.3K 0.01%
670
10 11
12
13 14