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
426
$15.3K ﹤0.01%
460
427
$15.3K ﹤0.01%
100
428
$14.6K ﹤0.01%
575
429
$14.6K ﹤0.01%
280
430
$14.5K ﹤0.01%
185
+12
431
$14.4K ﹤0.01%
54
+29
432
$13.9K ﹤0.01%
450
433
$13.7K ﹤0.01%
3,281
434
$13.5K ﹤0.01%
233
435
$13.5K ﹤0.01%
114
436
$13.4K ﹤0.01%
174
437
$13.3K ﹤0.01%
26
+6
438
$13.3K ﹤0.01%
50
439
$13.2K ﹤0.01%
336
-516
440
$13.2K ﹤0.01%
101
441
$12.9K ﹤0.01%
162
+41
442
$12.6K ﹤0.01%
424
443
$12.4K ﹤0.01%
172
-50
444
$12.4K ﹤0.01%
175
-2,450
445
$12K ﹤0.01%
67
446
$11.9K ﹤0.01%
213
447
$11.9K ﹤0.01%
100
448
$11.6K ﹤0.01%
119
449
$11.6K ﹤0.01%
444
+81
450
$11.5K ﹤0.01%
93
-18
16 17
18
19 20