WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$770K 0.04%
32,685
-9,490
252
$764K 0.04%
5,325
253
$763K 0.04%
8,183
+398
254
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59,281
-375
255
$750K 0.04%
22,590
256
$731K 0.04%
48,558
257
$729K 0.04%
4,925
258
$716K 0.04%
17,550
259
$714K 0.04%
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260
$704K 0.04%
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261
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262
$696K 0.04%
2,080
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263
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6,112
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264
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13,654
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265
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12,495
266
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267
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270
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272
$642K 0.04%
7,870
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273
$641K 0.04%
8,032
-205
274
$639K 0.04%
3,761
+154
275
$637K 0.04%
5,950
9 10
11
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