WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
IBM icon
51
IBM
IBM
$265B
$5.43M 0.48%
21,847
-191
HYG icon
52
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$4.62M 0.41%
58,624
+1,866
ADP icon
53
Automatic Data Processing
ADP
$115B
$4.01M 0.36%
13,133
-213
BRK.A icon
54
Berkshire Hathaway Class A
BRK.A
$1.06T
$3.99M 0.35%
5
KO icon
55
Coca-Cola
KO
$301B
$3.86M 0.34%
53,843
-345
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$549B
$3.64M 0.32%
13,259
+205
ABBV icon
57
AbbVie
ABBV
$409B
$3.6M 0.32%
17,173
+6
ABT icon
58
Abbott
ABT
$220B
$3.59M 0.32%
27,052
-1,968
CSCO icon
59
Cisco
CSCO
$278B
$3.37M 0.3%
54,530
PG icon
60
Procter & Gamble
PG
$356B
$3.12M 0.28%
18,279
-561
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$179B
$3.04M 0.27%
59,887
+2,618
DEO icon
62
Diageo
DEO
$53.8B
$2.97M 0.26%
28,335
-248
SCHP icon
63
Schwab US TIPS ETF
SCHP
$14.5B
$2.84M 0.25%
105,666
+100
VTEB icon
64
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$2.8M 0.25%
56,422
+11,004
MTN icon
65
Vail Resorts
MTN
$5.46B
$2.66M 0.24%
16,632
-2,225
HD icon
66
Home Depot
HD
$389B
$2.56M 0.23%
6,978
-155
UPS icon
67
United Parcel Service
UPS
$73.8B
$2.45M 0.22%
22,294
-76,141
VOE icon
68
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$2.4M 0.21%
14,945
-83
VB icon
69
Vanguard Small-Cap ETF
VB
$68B
$2.35M 0.21%
10,606
+229
GMED icon
70
Globus Medical
GMED
$8.47B
$1.99M 0.18%
27,136
-9,538
BND icon
71
Vanguard Total Bond Market
BND
$138B
$1.98M 0.18%
26,932
+29
EFA icon
72
iShares MSCI EAFE ETF
EFA
$68.4B
$1.85M 0.16%
22,660
ETN icon
73
Eaton
ETN
$145B
$1.84M 0.16%
6,774
+1,726
VCSH icon
74
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$1.66M 0.15%
21,087
-274
GE icon
75
GE Aerospace
GE
$325B
$1.66M 0.15%
8,305
-59
1 2
3
4 5