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
IWD icon
126
iShares Russell 1000 Value ETF
IWD
$64.8B
$581K 0.05%
2,993
-1,228
ITT icon
127
ITT
ITT
$14.4B
$581K 0.05%
3,703
BSV icon
128
Vanguard Short-Term Bond ETF
BSV
$38.9B
$556K 0.05%
+7,063
NBTB icon
129
NBT Bancorp
NBTB
$2.11B
$540K 0.04%
12,988
QQQ icon
130
Invesco QQQ Trust
QQQ
$384B
$522K 0.04%
947
+772
ORCL icon
131
Oracle
ORCL
$617B
$521K 0.04%
2,385
+44
DFAC icon
132
Dimensional US Core Equity 2 ETF
DFAC
$38.1B
$521K 0.04%
14,546
IBTG icon
133
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$513K 0.04%
22,377
+67
SLB icon
134
SLB Ltd
SLB
$54.1B
$506K 0.04%
14,975
T icon
135
AT&T
T
$181B
$492K 0.04%
17,000
+164
TT icon
136
Trane Technologies
TT
$92.4B
$489K 0.04%
1,119
EFX icon
137
Equifax
EFX
$25.2B
$487K 0.04%
1,878
DFAI icon
138
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$478K 0.04%
13,826
+3,101
SCHF icon
139
Schwab International Equity ETF
SCHF
$52.8B
$469K 0.04%
21,228
TXN icon
140
Texas Instruments
TXN
$145B
$469K 0.04%
2,259
+122
ILMN icon
141
Illumina
ILMN
$18.2B
$468K 0.04%
4,904
-62
NEE icon
142
NextEra Energy
NEE
$174B
$461K 0.04%
6,647
GWRE icon
143
Guidewire Software
GWRE
$18.6B
$459K 0.04%
1,950
-390
WFC icon
144
Wells Fargo
WFC
$264B
$419K 0.03%
5,234
+22
PLTR icon
145
Palantir
PLTR
$411B
$415K 0.03%
3,044
-1,000
FELE icon
146
Franklin Electric
FELE
$4.13B
$413K 0.03%
4,600
CARR icon
147
Carrier Global
CARR
$45.8B
$408K 0.03%
5,579
GLD icon
148
SPDR Gold Trust
GLD
$130B
$396K 0.03%
1,299
MTUM icon
149
iShares MSCI USA Momentum Factor ETF
MTUM
$18.5B
$385K 0.03%
1,600
VZ icon
150
Verizon
VZ
$172B
$379K 0.03%
8,767
4 5
6
7 8