WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$4.46M
3
+$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1
+$6.14M
2
+$4.75M
3
+$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$217B
$5.04M 0.41%
20,792
-1,065
HYG icon
52
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$5M 0.4%
62,861
+245
VTI icon
53
Vanguard Total Stock Market ETF
VTI
$615B
$4.86M 0.39%
15,147
+624
SPY icon
54
State Street SPDR S&P 500 ETF Trust
SPY
$724B
$4.46M 0.36%
6,855
-6,983
CSCO icon
55
Cisco
CSCO
$350B
$4.05M 0.33%
52,206
+105
VEA icon
56
Vanguard FTSE Developed Markets ETF
VEA
$219B
$3.94M 0.32%
61,425
-205
DFNM icon
57
Dimensional National Municipal Bond ETF
DFNM
$2.09B
$3.93M 0.32%
82,087
+1,689
WAT icon
58
Waters Corp
WAT
$30.5B
$3.88M 0.31%
+13,031
KO icon
59
Coca-Cola
KO
$328B
$3.86M 0.31%
50,749
+941
BRK.A icon
60
Berkshire Hathaway Class A
BRK.A
$1.02T
$3.59M 0.29%
5
BND icon
61
Vanguard Total Bond Market
BND
$152B
$3.57M 0.29%
48,478
+381
ABBV icon
62
AbbVie
ABBV
$355B
$3.56M 0.29%
16,369
+17
ETN icon
63
Eaton
ETN
$165B
$3.45M 0.28%
9,657
+1,402
VB icon
64
Vanguard Small-Cap ETF
VB
$76.6B
$3M 0.24%
11,444
+778
DFAU icon
65
Dimensional US Core Equity Market ETF
DFAU
$11.3B
$2.93M 0.24%
65,006
+2,782
VOE icon
66
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$2.89M 0.23%
15,702
-8
ABT icon
67
Abbott
ABT
$161B
$2.8M 0.23%
27,266
+219
SCHP icon
68
Schwab US TIPS ETF
SCHP
$15.7B
$2.71M 0.22%
101,696
-4,890
TEM
69
Tempus AI
TEM
$9.23B
$2.71M 0.22%
+59,819
ADP icon
70
Automatic Data Processing
ADP
$79.9B
$2.59M 0.21%
12,746
-160
DFUS icon
71
Dimensional US Equity ETF
DFUS
$19.6B
$2.55M 0.21%
35,915
-234
PG icon
72
Procter & Gamble
PG
$339B
$2.53M 0.2%
17,514
-147
DFAE icon
73
Dimensional Emerging Core Equity Market ETF
DFAE
$8.99B
$2.39M 0.19%
70,656
+1,215
DUHP icon
74
Dimensional US High Profitability ETF
DUHP
$11.3B
$2.25M 0.18%
61,171
-1,356
HD icon
75
Home Depot
HD
$339B
$2.18M 0.18%
6,634
-354
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3
4 5