WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.18M
3
+$626K
4
EW icon
Edwards Lifesciences
EW
+$609K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$494K

Top Sells

1
+$5.72M
2
+$5.38M
3
+$2.93M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
PWR icon
Quanta Services
PWR
+$1.91M

Sector Composition

1 Technology 19.43%
2 Communication Services 14.73%
3 Healthcare 12.88%
4 Industrials 11.85%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAE icon
76
Dimensional Emerging Core Equity Market ETF
DFAE
$8.18B
$2.26M 0.17%
69,441
-1,021
AXP icon
77
American Express
AXP
$210B
$2.18M 0.17%
5,890
-27
UPS icon
78
United Parcel Service
UPS
$84.9B
$2.12M 0.16%
21,381
-534
EFA icon
79
iShares MSCI EAFE ETF
EFA
$73.1B
$2.11M 0.16%
22,017
-675
ALGN icon
80
Align Technology
ALGN
$12.5B
$2.01M 0.15%
12,880
-404
GMED icon
81
Globus Medical
GMED
$11.9B
$1.91M 0.15%
21,840
-1,000
VOT icon
82
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$1.9M 0.15%
6,824
-11
DFIV icon
83
Dimensional International Value ETF
DFIV
$17.8B
$1.87M 0.14%
37,521
-178
RTX icon
84
RTX Corp
RTX
$280B
$1.81M 0.14%
9,870
-396
DOCU
85
DocuSign
DOCU
$9.75B
$1.76M 0.13%
25,796
+196
DFAI icon
86
Dimensional International Core Equity Market ETF
DFAI
$14.1B
$1.73M 0.13%
45,486
+9,945
OUNZ icon
87
VanEck Merk Gold Trust
OUNZ
$3.14B
$1.7M 0.13%
41,093
-1,901
TMO icon
88
Thermo Fisher Scientific
TMO
$189B
$1.66M 0.13%
2,857
-40
VCSH icon
89
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$1.63M 0.12%
20,418
+1,044
LOW icon
90
Lowe's Companies
LOW
$140B
$1.61M 0.12%
6,689
-160
DFCF icon
91
Dimensional Core Fixed Income ETF
DFCF
$9.56B
$1.58M 0.12%
37,022
+834
IVV icon
92
iShares Core S&P 500 ETF
IVV
$741B
$1.58M 0.12%
2,299
+48
GEV icon
93
GE Vernova
GEV
$224B
$1.56M 0.12%
2,388
+63
CAT icon
94
Caterpillar
CAT
$328B
$1.52M 0.12%
2,661
-119
DIHP icon
95
Dimensional International High Profitability ETF
DIHP
$5.47B
$1.5M 0.11%
47,280
-1,808
BN icon
96
Brookfield
BN
$92.2B
$1.48M 0.11%
32,148
-2
BLK icon
97
Blackrock
BLK
$149B
$1.42M 0.11%
1,331
-20
FDX icon
98
FedEx
FDX
$84.9B
$1.41M 0.11%
4,891
-175
EEM icon
99
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$1.35M 0.1%
24,617
-663
MCO icon
100
Moody's
MCO
$82B
$1.31M 0.1%
2,555
-121
2 3
4
5 6