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
376
$25.8K ﹤0.01%
781
-67
377
$25K ﹤0.01%
806
-74
378
$24.8K ﹤0.01%
128
379
$24.4K ﹤0.01%
305
380
$24.3K ﹤0.01%
69
381
$24.1K ﹤0.01%
231
-2
382
$23.9K ﹤0.01%
414
383
$23.5K ﹤0.01%
59
384
$23.2K ﹤0.01%
93
+5
385
$23K ﹤0.01%
+159
386
$22.9K ﹤0.01%
125
387
$22.4K ﹤0.01%
48
388
$22.2K ﹤0.01%
965
389
$22K ﹤0.01%
192
-20
390
$21.9K ﹤0.01%
3,800
391
$21.1K ﹤0.01%
125
392
$20.7K ﹤0.01%
170
393
$20.7K ﹤0.01%
2,600
394
$20.5K ﹤0.01%
100
395
$20.1K ﹤0.01%
+38
396
$19.8K ﹤0.01%
1,000
397
$19.7K ﹤0.01%
180
398
$19.3K ﹤0.01%
38
399
$18.8K ﹤0.01%
207
400
$18.8K ﹤0.01%
250
-328
14 15
16
17 18