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
301
$61.6K 0.01%
350
302
$60.7K 0.01%
750
303
$60.6K 0.01%
+185
304
$59.9K 0.01%
462
+200
305
$59.7K 0.01%
650
-150
306
$59.6K 0.01%
97
-67
307
$59.5K 0.01%
536
308
$57.6K 0.01%
447
309
$57.4K 0.01%
374
310
$57.2K 0.01%
636
+36
311
$56.9K 0.01%
600
-345
312
$56.4K 0.01%
705
313
$56.4K 0.01%
780
314
$56.4K 0.01%
1,456
315
$55.9K 0.01%
+306
316
$54K ﹤0.01%
778
+260
317
$53.6K ﹤0.01%
125
+25
318
$53.6K ﹤0.01%
2,015
+97
319
$52.9K ﹤0.01%
691
320
$52.2K ﹤0.01%
770
-69
321
$50.7K ﹤0.01%
190
-42
322
$49.8K ﹤0.01%
321
323
$48.9K ﹤0.01%
142
-260
324
$48K ﹤0.01%
50
325
$47.2K ﹤0.01%
175
+61
11 12
13
14 15