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
551
$5.1K ﹤0.01%
37
552
$4.96K ﹤0.01%
85
+29
553
$4.82K ﹤0.01%
243
554
$4.82K ﹤0.01%
8
555
$4.77K ﹤0.01%
477
556
$4.62K ﹤0.01%
41
557
$4.61K ﹤0.01%
52
-20
558
$4.52K ﹤0.01%
+87
559
$4.5K ﹤0.01%
38
-3
560
$4.41K ﹤0.01%
168
561
$4.38K ﹤0.01%
+10
562
$4.31K ﹤0.01%
135
563
$4.31K ﹤0.01%
+50
564
$4.26K ﹤0.01%
+133
565
$4.21K ﹤0.01%
175
566
$4.1K ﹤0.01%
284
567
$4.1K ﹤0.01%
+30
568
$4.09K ﹤0.01%
42
569
$4.06K ﹤0.01%
51
+5
570
$3.96K ﹤0.01%
56
571
$3.91K ﹤0.01%
200
572
$3.84K ﹤0.01%
410
573
$3.84K ﹤0.01%
196
+176
574
$3.81K ﹤0.01%
51
+6
575
$3.77K ﹤0.01%
29
-5
21 22
23
24 25