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
101
$933K 0.08%
1,130
+6
102
$910K 0.08%
32,558
+9,082
103
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2,726
104
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7,797
105
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5,300
-10
106
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+35,842
107
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4,221
-153
108
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8,682
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109
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17,146
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110
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6,869
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111
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112
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113
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114
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11,894
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115
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25,372
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116
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117
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118
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119
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12,208
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120
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6,102
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121
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14,975
122
$592K 0.05%
5,378
-882
123
$557K 0.05%
12,988
-62
124
$534K 0.05%
4,997
125
$528K 0.05%
966
+241
3 4
5
6 7