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
76
$1.6M 0.14%
5,957
-254
77
$1.6M 0.14%
4,439
+185
78
$1.6M 0.14%
6,849
-1,050
79
$1.58M 0.14%
6,474
-46
80
$1.41M 0.13%
1,494
-134
81
$1.41M 0.12%
7,045
-200
82
$1.38M 0.12%
17,013
-396
83
$1.36M 0.12%
10,270
84
$1.35M 0.12%
34,992
+6,265
85
$1.33M 0.12%
2,667
-1,721
86
$1.32M 0.12%
2,357
+9
87
$1.32M 0.12%
17,455
+40
88
$1.31M 0.12%
4,188
89
$1.28M 0.11%
5,241
-225
90
$1.2M 0.11%
47,537
-607
91
$1.2M 0.11%
4,100
-100
92
$1.19M 0.11%
7,132
+23
93
$1.19M 0.11%
2,555
94
$1.13M 0.1%
32,337
95
$1.11M 0.1%
4,708
+8
96
$1.08M 0.1%
24,647
97
$1.06M 0.09%
6,048
-110
98
$980K 0.09%
53,846
-26,394
99
$970K 0.09%
16,624
-131
100
$953K 0.08%
3,785
+123
2 3
4
5 6