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
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.03M
3
+$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1
+$2.55M
2
+$1.05M
3
+$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVR icon
76
Evercore
EVR
$14.4B
$1.9M 0.15%
7,045
VOT icon
77
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$1.9M 0.15%
6,675
+201
AXP icon
78
American Express
AXP
$254B
$1.87M 0.15%
5,857
-100
VCSH icon
79
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$1.68M 0.14%
21,187
+100
LOW icon
80
Lowe's Companies
LOW
$154B
$1.52M 0.12%
6,849
RTX icon
81
RTX Corp
RTX
$263B
$1.51M 0.12%
10,328
+58
BLK icon
82
Blackrock
BLK
$177B
$1.44M 0.12%
1,375
-119
IWF icon
83
iShares Russell 1000 Growth ETF
IWF
$121B
$1.41M 0.11%
3,332
-1,107
GMED icon
84
Globus Medical
GMED
$12.7B
$1.41M 0.11%
23,840
-3,296
IVV icon
85
iShares Core S&P 500 ETF
IVV
$767B
$1.38M 0.11%
2,215
-142
DFAU icon
86
Dimensional US Core Equity Market ETF
DFAU
$10.5B
$1.35M 0.11%
31,777
-3,215
BN icon
87
Brookfield
BN
$105B
$1.33M 0.11%
32,150
-187
GEV icon
88
GE Vernova
GEV
$180B
$1.29M 0.1%
2,442
+214
MCO icon
89
Moody's
MCO
$94.6B
$1.28M 0.1%
2,555
IEFA icon
90
iShares Core MSCI EAFE ETF
IEFA
$170B
$1.24M 0.1%
14,912
-2,543
MCD icon
91
McDonald's
MCD
$218B
$1.22M 0.1%
4,188
EEM icon
92
iShares MSCI Emerging Markets ETF
EEM
$24.1B
$1.19M 0.1%
24,647
FDX icon
93
FedEx
FDX
$72.8B
$1.18M 0.1%
5,176
-65
CSW
94
CSW Industrials
CSW
$5.59B
$1.18M 0.1%
4,100
SCHD icon
95
Schwab US Dividend Equity ETF
SCHD
$76.5B
$1.11M 0.09%
42,038
+9,480
TMO icon
96
Thermo Fisher Scientific
TMO
$240B
$1.1M 0.09%
2,711
+44
UNP icon
97
Union Pacific
UNP
$137B
$1.1M 0.09%
4,767
+59
PFE icon
98
Pfizer
PFE
$148B
$1.08M 0.09%
44,720
-2,817
CAT icon
99
Caterpillar
CAT
$303B
$1.05M 0.09%
2,696
-30
VBK icon
100
Vanguard Small-Cap Growth ETF
VBK
$22.4B
$1.04M 0.08%
3,766
-19
2 3
4
5 6