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
401
$18.6K ﹤0.01%
112
-2
402
$18.4K ﹤0.01%
200
403
$18.3K ﹤0.01%
174
+33
404
$18.1K ﹤0.01%
169
405
$18K ﹤0.01%
242
406
$17.8K ﹤0.01%
252
407
$17.4K ﹤0.01%
105
408
$17.1K ﹤0.01%
100
409
$17.1K ﹤0.01%
1,200
410
$17.1K ﹤0.01%
281
-547
411
$16.9K ﹤0.01%
171
412
$16.8K ﹤0.01%
273
+42
413
$16.5K ﹤0.01%
100
414
$16.5K ﹤0.01%
309
-15
415
$16.4K ﹤0.01%
402
+74
416
$15.8K ﹤0.01%
345
417
$15.8K ﹤0.01%
78
-7
418
$15.7K ﹤0.01%
505
419
$15.5K ﹤0.01%
58
-34
420
$15.5K ﹤0.01%
67
421
$15.5K ﹤0.01%
970
422
$15.4K ﹤0.01%
+169
423
$15.4K ﹤0.01%
95
+3
424
$15.4K ﹤0.01%
202
-225
425
$15.3K ﹤0.01%
100
15 16
17
18 19