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
26
$12M 1.07%
23,376
-86
27
$11.9M 1.06%
54,731
-1,169
28
$11.9M 1.06%
425,765
+3,239
29
$10.9M 0.96%
42,808
-96
30
$10.5M 0.94%
45,498
-320
31
$10.1M 0.9%
85,154
-1,196
32
$9.43M 0.84%
144,596
-1,260
33
$9.39M 0.83%
269,401
-1,870
34
$9.1M 0.81%
279,849
+4,889
35
$8.87M 0.79%
17,913
-1,374
36
$8.39M 0.74%
57,399
-263
37
$8.35M 0.74%
131,546
+2,515
38
$8.18M 0.73%
112,889
-521
39
$8.01M 0.71%
21,590
-361
40
$7.83M 0.69%
84,620
+10,565
41
$7.76M 0.69%
31,616
-205
42
$7.61M 0.68%
45,916
-1,549
43
$7.52M 0.67%
62,970
+3,155
44
$7.47M 0.66%
85,143
+1,555
45
$7.45M 0.66%
13,311
-940
46
$6.62M 0.59%
183,117
-7,484
47
$6.31M 0.56%
192,912
-2,375
48
$5.81M 0.52%
203,806
-18,483
49
$5.53M 0.49%
32,023
-116
50
$5.53M 0.49%
20,676
-73
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