WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Est. Return
20.59%
1 Year Est. Return
+20.59%
AUM
$1.13B
AUM Growth
-$69.4M
(-5.8%)
Holding
692
Top Buys
| 1 | +$7.78M | |
| 2 | +$977K | |
| 3 | +$838K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$546K |
| 5 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$512K |
Top Sells
| 1 | +$8.37M | |
| 2 | +$2.55M | |
| 3 | +$1.96M | |
| 4 |
Apple
AAPL
|
+$1.68M |
| 5 |
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
Vanguard S&P 500 ETF
VOO
$765B
| $12M | 1.07% |
23,376
-86
|
|
||
27
American Tower
AMT
$90.1B
| $11.9M | 1.06% |
54,731
-1,169
|
|
||
28
Brookfield Renewable
BEPC
$7.09B
| $11.9M | 1.06% |
425,765
+3,239
|
|
||
29
Ecolab
ECL
$78.9B
| $10.9M | 0.96% |
42,808
-96
|
|
||
30
Veeva Systems
VEEV
$47.5B
| $10.5M | 0.94% |
45,498
-320
|
|
||
31
Exxon Mobil
XOM
$494B
| $10.1M | 0.9% |
85,154
-1,196
|
|
||
32
PayPal
PYPL
$66.6B
| $9.43M | 0.84% |
144,596
-1,260
|
|
||
33
Invitation Homes
INVH
$17.6B
| $9.39M | 0.83% |
269,401
-1,870
|
|
||
34
Chewy
CHWY
$15.3B
| $9.1M | 0.81% |
279,849
+4,889
|
|
||
35
Intuitive Surgical
ISRG
$198B
| $8.87M | 0.79% |
17,913
-1,374
|
|
||
36
Snowflake
SNOW
$85.7B
| $8.39M | 0.74% |
57,399
-263
|
|
||
37
Nike
NKE
$103B
| $8.35M | 0.74% |
131,546
+2,515
|
|
||
38
Edwards Lifesciences
EW
$44.6B
| $8.18M | 0.73% |
112,889
-521
|
|
||
39
Vanguard Growth ETF
VUG
$197B
| $8.01M | 0.71% |
21,590
-361
|
|
||
40
Alexandria Real Estate Equities
ARE
$13.1B
| $7.83M | 0.69% |
84,620
+10,565
|
|
||
41
JPMorgan Chase
JPM
$802B
| $7.76M | 0.69% |
31,616
-205
|
|
||
42
Johnson & Johnson
JNJ
$462B
| $7.61M | 0.68% |
45,916
-1,549
|
|
||
43
Xylem
XYL
$35.8B
| $7.52M | 0.67% |
62,970
+3,155
|
|
||
44
Walmart
WMT
$847B
| $7.47M | 0.66% |
85,143
+1,555
|
|
||
45
SPDR S&P 500 ETF Trust
SPY
$667B
| $7.45M | 0.66% |
13,311
-940
|
|
||
46
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
| $6.62M | 0.59% |
183,117
-7,484
|
|
||
47
Sphere Entertainment
SPHR
$2.35B
| $6.31M | 0.56% |
192,912
-2,375
|
|
||
48
Kinder Morgan
KMI
$58.3B
| $5.81M | 0.52% |
203,806
-18,483
|
|
||
49
Vanguard Value ETF
VTV
$148B
| $5.53M | 0.49% |
32,023
-116
|
|
||
50
Penumbra
PEN
$9.89B
| $5.53M | 0.49% |
20,676
-73
|
|