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
351
$34K ﹤0.01%
50
352
$33.8K ﹤0.01%
247
-12
353
$33.8K ﹤0.01%
432
+45
354
$33.6K ﹤0.01%
238
+38
355
$33.4K ﹤0.01%
230
+62
356
$32.6K ﹤0.01%
901
-33
357
$32K ﹤0.01%
795
358
$32K ﹤0.01%
276
-69
359
$31.3K ﹤0.01%
70
360
$31.3K ﹤0.01%
155
361
$31K ﹤0.01%
101
362
$29.9K ﹤0.01%
500
363
$29.7K ﹤0.01%
+262
364
$29.5K ﹤0.01%
93
365
$29.4K ﹤0.01%
668
-19
366
$29.2K ﹤0.01%
250
-80
367
$28.4K ﹤0.01%
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-300
368
$28.2K ﹤0.01%
458
369
$27.9K ﹤0.01%
336
+18
370
$26.9K ﹤0.01%
572
-42
371
$26.6K ﹤0.01%
100
-100
372
$26.6K ﹤0.01%
393
-47
373
$26.3K ﹤0.01%
99
374
$26K ﹤0.01%
203
+24
375
$26K ﹤0.01%
263
-51
13 14
15
16 17