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
$84.5B
$1.03M 0.08%
7,757
-40
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$109B
$1.03M 0.08%
16,638
+14
PM icon
103
Philip Morris
PM
$265B
$965K 0.08%
5,300
CVX icon
104
Chevron
CVX
$333B
$891K 0.07%
6,222
-910
LLY icon
105
Eli Lilly
LLY
$973B
$891K 0.07%
1,143
+13
ICLR icon
106
Icon
ICLR
$14.3B
$882K 0.07%
6,062
+14
TSLA icon
107
Tesla
TSLA
$1.49T
$861K 0.07%
2,711
-122
VWO icon
108
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$854K 0.07%
17,260
+114
IBTF
109
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$838K 0.07%
35,871
+29
ARM icon
110
Arm
ARM
$126B
$808K 0.07%
4,997
APTV icon
111
Aptiv
APTV
$16.8B
$770K 0.06%
11,294
-600
COST icon
112
Costco
COST
$433B
$750K 0.06%
758
FNDA icon
113
Schwab Fundamental US Small Company Index ETF
FNDA
$9.77B
$727K 0.06%
25,372
PLD icon
114
Prologis
PLD
$118B
$722K 0.06%
6,869
PPG icon
115
PPG Industries
PPG
$25.6B
$720K 0.06%
6,326
-11
DFCF icon
116
Dimensional Core Fixed Income ETF
DFCF
$9.03B
$719K 0.06%
17,019
+660
MRK icon
117
Merck
MRK
$271B
$698K 0.06%
8,823
+141
EQIX icon
118
Equinix
EQIX
$77.8B
$691K 0.06%
869
GS icon
119
Goldman Sachs
GS
$286B
$684K 0.06%
966
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$95.5B
$668K 0.05%
6,109
+7
AVGO icon
121
Broadcom
AVGO
$1.54T
$660K 0.05%
2,393
-92
GSLC icon
122
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$653K 0.05%
5,378
NFLX icon
123
Netflix
NFLX
$354B
$649K 0.05%
4,840
-20
IEMG icon
124
iShares Core MSCI Emerging Markets ETF
IEMG
$133B
$622K 0.05%
10,369
-1,839
QQQM icon
125
Invesco NASDAQ 100 ETF
QQQM
$71.8B
$595K 0.05%
2,619
3 4
5
6 7