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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$451K 0.03%
1,000
302
$449K 0.03%
2,222
-65
303
$447K 0.03%
43,791
-2,355
304
$442K 0.03%
25,259
+5,253
305
$438K 0.03%
2,545
-60
306
$435K 0.03%
30,036
-5,141
307
$427K 0.03%
2,266
+484
308
$422K 0.03%
4,058
-22,636
309
$421K 0.03%
3,070
-3
310
$418K 0.03%
+30,000
311
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7,816
312
$405K 0.03%
7,020
+106
313
$403K 0.03%
7,106
-200
314
$400K 0.03%
28,960
315
$395K 0.02%
35,583
316
$388K 0.02%
9,865
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317
$386K 0.02%
5,366
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$385K 0.02%
6,725
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319
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8,691
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320
$385K 0.02%
7,428
-3,200
321
$384K 0.02%
4,856
322
$380K 0.02%
9,822
323
$375K 0.02%
9,760
-1,165
324
$366K 0.02%
10,166
-1,304
325
$366K 0.02%
10,584
+1,500
11 12
13
14 15