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
$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
PNC icon
301
PNC Financial Services
PNC
$73.2B
$61.6K 0.01%
350
ILCG icon
302
iShares Morningstar Growth ETF
ILCG
$3.11B
$60.7K 0.01%
750
LPLA icon
303
LPL Financial
LPLA
$27.2B
$60.6K 0.01%
+185
HWM icon
304
Howmet Aerospace
HWM
$80B
$59.9K 0.01%
462
+200
L icon
305
Loews
L
$20.8B
$59.7K 0.01%
650
-150
INTU icon
306
Intuit
INTU
$190B
$59.6K 0.01%
97
-67
TIP icon
307
iShares TIPS Bond ETF
TIP
$14B
$59.5K 0.01%
536
VYM icon
308
Vanguard High Dividend Yield ETF
VYM
$65.6B
$57.6K 0.01%
447
URTH icon
309
iShares MSCI World ETF
URTH
$5.97B
$57.4K 0.01%
374
MDT icon
310
Medtronic
MDT
$120B
$57.2K 0.01%
636
+36
ORLY icon
311
O'Reilly Automotive
ORLY
$82.4B
$56.9K 0.01%
600
-345
IR icon
312
Ingersoll Rand
IR
$31.7B
$56.4K 0.01%
705
IMO icon
313
Imperial Oil
IMO
$46.3B
$56.4K 0.01%
780
GSK icon
314
GSK
GSK
$86.9B
$56.4K 0.01%
1,456
DASH icon
315
DoorDash
DASH
$110B
$55.9K 0.01%
+306
NVO icon
316
Novo Nordisk
NVO
$235B
$54K ﹤0.01%
778
+260
SNPS icon
317
Synopsys
SNPS
$86.2B
$53.6K ﹤0.01%
125
+25
RYN icon
318
Rayonier
RYN
$3.59B
$53.6K ﹤0.01%
1,921
+92
AOA icon
319
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.64B
$52.9K ﹤0.01%
691
EBAY icon
320
eBay
EBAY
$44.4B
$52.2K ﹤0.01%
770
-69
TMUS icon
321
T-Mobile US
TMUS
$244B
$50.7K ﹤0.01%
190
-42
GATX icon
322
GATX Corp
GATX
$5.75B
$49.8K ﹤0.01%
321
AJG icon
323
Arthur J. Gallagher & Co
AJG
$72B
$48.9K ﹤0.01%
142
-260
GHC icon
324
Graham Holdings Company
GHC
$4.46B
$48K ﹤0.01%
50
ALNY icon
325
Alnylam Pharmaceuticals
ALNY
$60.7B
$47.2K ﹤0.01%
175
+61
11 12
13
14 15