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
476
$9.45K ﹤0.01%
165
477
$9.43K ﹤0.01%
879
478
$9.41K ﹤0.01%
19
479
$9.27K ﹤0.01%
212
480
$9.14K ﹤0.01%
21
481
$8.87K ﹤0.01%
5
482
$8.8K ﹤0.01%
83
483
$8.74K ﹤0.01%
107
484
$8.57K ﹤0.01%
487
485
$8.54K ﹤0.01%
90
486
$8.53K ﹤0.01%
75
+16
487
$8.51K ﹤0.01%
357
+24
488
$8.41K ﹤0.01%
194
489
$8.32K ﹤0.01%
126
+19
490
$8.23K ﹤0.01%
322
491
$8.22K ﹤0.01%
522
492
$8.22K ﹤0.01%
93
493
$8.2K ﹤0.01%
129
+27
494
$8.18K ﹤0.01%
588
495
$8.11K ﹤0.01%
52
+14
496
$8.04K ﹤0.01%
93
497
$8.02K ﹤0.01%
33
-20
498
$8.01K ﹤0.01%
109
499
$7.93K ﹤0.01%
28
500
$7.89K ﹤0.01%
321
18 19
20
21 22