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
526
$6.45K ﹤0.01%
212
527
$6.34K ﹤0.01%
59
528
$6.31K ﹤0.01%
281
529
$6.28K ﹤0.01%
550
530
$6.21K ﹤0.01%
39
531
$6.11K ﹤0.01%
305
+28
532
$6.04K ﹤0.01%
702
533
$5.84K ﹤0.01%
210
-67
534
$5.81K ﹤0.01%
138
535
$5.8K ﹤0.01%
136
536
$5.73K ﹤0.01%
111
-26
537
$5.72K ﹤0.01%
111
-275
538
$5.71K ﹤0.01%
121
539
$5.58K ﹤0.01%
19
+4
540
$5.54K ﹤0.01%
49
+13
541
$5.54K ﹤0.01%
24
542
$5.45K ﹤0.01%
29
543
$5.44K ﹤0.01%
41
+11
544
$5.39K ﹤0.01%
18
545
$5.38K ﹤0.01%
70
546
$5.37K ﹤0.01%
32
-7
547
$5.36K ﹤0.01%
60
548
$5.32K ﹤0.01%
33
+24
549
$5.17K ﹤0.01%
132
550
$5.12K ﹤0.01%
84
20 21
22
23 24