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
626
$1.12K ﹤0.01%
34
-63
627
$1.07K ﹤0.01%
43
-132
628
$1.04K ﹤0.01%
5
-19
629
$992 ﹤0.01%
35
630
$961 ﹤0.01%
127
631
$926 ﹤0.01%
6
-22
632
$710 ﹤0.01%
41
633
$612 ﹤0.01%
11
-765
634
$549 ﹤0.01%
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-273
635
$426 ﹤0.01%
70
636
$325 ﹤0.01%
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637
$290 ﹤0.01%
8
-49
638
$64 ﹤0.01%
5
639
$15 ﹤0.01%
5
640
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641
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0
642
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643
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644
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645
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646
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648
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649
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650
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0
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