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
601
$2.56K ﹤0.01%
17
-18
602
$2.56K ﹤0.01%
444
603
$2.51K ﹤0.01%
224
604
$2.39K ﹤0.01%
106
-209
605
$2.35K ﹤0.01%
14
+4
606
$2.3K ﹤0.01%
61
607
$2.3K ﹤0.01%
+26
608
$2.26K ﹤0.01%
223
609
$2.22K ﹤0.01%
137
-271
610
$2.11K ﹤0.01%
36
-30
611
$2.11K ﹤0.01%
78
+49
612
$1.99K ﹤0.01%
47
613
$1.97K ﹤0.01%
49
614
$1.91K ﹤0.01%
200
615
$1.79K ﹤0.01%
+72
616
$1.47K ﹤0.01%
37
+3
617
$1.43K ﹤0.01%
264
618
$1.31K ﹤0.01%
125
619
$1.3K ﹤0.01%
112
620
$1.3K ﹤0.01%
913
621
$1.27K ﹤0.01%
15
622
$1.26K ﹤0.01%
32
623
$1.25K ﹤0.01%
59
624
$1.2K ﹤0.01%
49
625
$1.14K ﹤0.01%
205
23 24
25
26 27