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
326
$46.8K ﹤0.01%
1,600
-1,600
327
$45.6K ﹤0.01%
+222
328
$45.5K ﹤0.01%
200
329
$45K ﹤0.01%
1,094
330
$44.8K ﹤0.01%
434
331
$44.7K ﹤0.01%
1,212
-3,790
332
$44.6K ﹤0.01%
1,276
333
$44.2K ﹤0.01%
448
-368
334
$43.3K ﹤0.01%
217
335
$42.7K ﹤0.01%
4,147
336
$42.3K ﹤0.01%
204
-42
337
$42.2K ﹤0.01%
245
338
$41.7K ﹤0.01%
2,200
339
$41.4K ﹤0.01%
123
-123
340
$41.4K ﹤0.01%
91
341
$41.2K ﹤0.01%
759
-36
342
$40.3K ﹤0.01%
519
343
$39.1K ﹤0.01%
58
+3
344
$38.6K ﹤0.01%
763
345
$38.6K ﹤0.01%
346
346
$37.8K ﹤0.01%
286
347
$35.9K ﹤0.01%
571
348
$35.9K ﹤0.01%
900
349
$34.7K ﹤0.01%
432
+5
350
$34.1K ﹤0.01%
880
12 13
14
15 16