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
501
$7.87K ﹤0.01%
100
502
$7.87K ﹤0.01%
497
503
$7.85K ﹤0.01%
63
504
$7.81K ﹤0.01%
100
+27
505
$7.71K ﹤0.01%
329
+76
506
$7.58K ﹤0.01%
276
+76
507
$7.55K ﹤0.01%
219
508
$7.47K ﹤0.01%
+154
509
$7.47K ﹤0.01%
140
+51
510
$7.46K ﹤0.01%
856
511
$7.44K ﹤0.01%
33
512
$7.42K ﹤0.01%
+78
513
$7.39K ﹤0.01%
123
514
$7.34K ﹤0.01%
21
+2
515
$7.33K ﹤0.01%
538
-541
516
$7.29K ﹤0.01%
12
517
$7.29K ﹤0.01%
76
+4
518
$7.19K ﹤0.01%
63
+15
519
$7.08K ﹤0.01%
22
520
$7.06K ﹤0.01%
83
521
$7K ﹤0.01%
136
522
$6.99K ﹤0.01%
142
+31
523
$6.7K ﹤0.01%
600
524
$6.63K ﹤0.01%
470
525
$6.57K ﹤0.01%
133
19 20
21
22 23