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
576
$3.64K ﹤0.01%
+194
577
$3.6K ﹤0.01%
379
578
$3.59K ﹤0.01%
96
579
$3.52K ﹤0.01%
28
+3
580
$3.45K ﹤0.01%
9
+1
581
$3.42K ﹤0.01%
79
582
$3.35K ﹤0.01%
+69
583
$3.3K ﹤0.01%
+53
584
$3.29K ﹤0.01%
129
-101
585
$3.11K ﹤0.01%
150
586
$3.01K ﹤0.01%
253
587
$2.98K ﹤0.01%
112
588
$2.95K ﹤0.01%
22
-19
589
$2.89K ﹤0.01%
110
590
$2.88K ﹤0.01%
18
+2
591
$2.79K ﹤0.01%
294
592
$2.71K ﹤0.01%
342
593
$2.71K ﹤0.01%
+141
594
$2.71K ﹤0.01%
242
-242
595
$2.68K ﹤0.01%
68
+6
596
$2.65K ﹤0.01%
+37
597
$2.65K ﹤0.01%
+184
598
$2.58K ﹤0.01%
133
599
$2.57K ﹤0.01%
36
-11
600
$2.57K ﹤0.01%
209
+102
22 23
24
25 26