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
AXP icon
76
American Express
AXP
$244B
$1.6M 0.14%
5,957
-254
IWF icon
77
iShares Russell 1000 Growth ETF
IWF
$124B
$1.6M 0.14%
4,439
+185
LOW icon
78
Lowe's Companies
LOW
$138B
$1.6M 0.14%
6,849
-1,050
VOT icon
79
Vanguard Mid-Cap Growth ETF
VOT
$18B
$1.58M 0.14%
6,474
-46
BLK icon
80
Blackrock
BLK
$175B
$1.41M 0.13%
1,494
-134
EVR icon
81
Evercore
EVR
$12.4B
$1.41M 0.12%
7,045
-200
DOCU icon
82
DocuSign
DOCU
$14.6B
$1.38M 0.12%
17,013
-396
RTX icon
83
RTX Corp
RTX
$232B
$1.36M 0.12%
10,270
DFAU icon
84
Dimensional US Core Equity Market ETF
DFAU
$9.45B
$1.35M 0.12%
34,992
+6,265
TMO icon
85
Thermo Fisher Scientific
TMO
$211B
$1.33M 0.12%
2,667
-1,721
IVV icon
86
iShares Core S&P 500 ETF
IVV
$667B
$1.32M 0.12%
2,357
+9
IEFA icon
87
iShares Core MSCI EAFE ETF
IEFA
$158B
$1.32M 0.12%
17,455
+40
MCD icon
88
McDonald's
MCD
$219B
$1.31M 0.12%
4,188
FDX icon
89
FedEx
FDX
$57.3B
$1.28M 0.11%
5,241
-225
PFE icon
90
Pfizer
PFE
$140B
$1.2M 0.11%
47,537
-607
CSW
91
CSW Industrials
CSW
$4.09B
$1.2M 0.11%
4,100
-100
CVX icon
92
Chevron
CVX
$315B
$1.19M 0.11%
7,132
+23
MCO icon
93
Moody's
MCO
$87B
$1.19M 0.11%
2,555
BN icon
94
Brookfield
BN
$102B
$1.13M 0.1%
21,558
UNP icon
95
Union Pacific
UNP
$134B
$1.11M 0.1%
4,708
+8
EEM icon
96
iShares MSCI Emerging Markets ETF
EEM
$20.8B
$1.08M 0.1%
24,647
ICLR icon
97
Icon
ICLR
$15B
$1.06M 0.09%
6,048
-110
AMTM
98
Amentum Holdings
AMTM
$5.64B
$980K 0.09%
53,846
-26,394
IJH icon
99
iShares Core S&P Mid-Cap ETF
IJH
$101B
$970K 0.09%
16,624
-131
VBK icon
100
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$953K 0.08%
3,785
+123
2 3
4
5 6