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
EMR icon
101
Emerson Electric
EMR
$72.2B
$1.03M 0.08%
7,757
-40
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$1.03M 0.08%
16,638
+14
PM icon
103
Philip Morris
PM
$242B
$965K 0.08%
5,300
CVX icon
104
Chevron
CVX
$311B
$891K 0.07%
6,222
-910
LLY icon
105
Eli Lilly
LLY
$915B
$891K 0.07%
1,143
+13
ICLR icon
106
Icon
ICLR
$12.5B
$882K 0.07%
6,062
+14
TSLA icon
107
Tesla
TSLA
$1.34T
$861K 0.07%
2,711
-122
VWO icon
108
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$854K 0.07%
17,260
+114
IBTF icon
109
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$838K 0.07%
35,871
+29
ARM icon
110
Arm
ARM
$149B
$808K 0.07%
4,997
APTV icon
111
Aptiv
APTV
$17.5B
$770K 0.06%
11,294
-600
COST icon
112
Costco
COST
$410B
$750K 0.06%
758
FNDA icon
113
Schwab Fundamental US Small Company Index ETF
FNDA
$9B
$727K 0.06%
25,372
PLD icon
114
Prologis
PLD
$115B
$722K 0.06%
6,869
PPG icon
115
PPG Industries
PPG
$22B
$720K 0.06%
6,326
-11
DFCF icon
116
Dimensional Core Fixed Income ETF
DFCF
$8.08B
$719K 0.06%
17,019
+660
MRK icon
117
Merck
MRK
$231B
$698K 0.06%
8,823
+141
EQIX icon
118
Equinix
EQIX
$77.2B
$691K 0.06%
869
GS icon
119
Goldman Sachs
GS
$242B
$684K 0.06%
966
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$84.3B
$668K 0.05%
6,109
+7
AVGO icon
121
Broadcom
AVGO
$1.61T
$660K 0.05%
2,393
-92
GSLC icon
122
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$653K 0.05%
5,378
NFLX icon
123
Netflix
NFLX
$489B
$649K 0.05%
484
-2
IEMG icon
124
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$622K 0.05%
10,369
-1,839
QQQM icon
125
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$595K 0.05%
2,619
3 4
5
6 7