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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$266K 0.03%
8,574
-1,048
327
$261K 0.03%
2,575
-250
328
$261K 0.03%
3,103
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329
$259K 0.03%
17,450
330
$255K 0.03%
2,631
331
$254K 0.03%
4,800
332
$252K 0.03%
8,300
333
$252K 0.03%
+6,580
334
$247K 0.03%
16,208
-1,000
335
$246K 0.03%
5,831
336
$243K 0.03%
1,245
-100
337
$238K 0.03%
+2,857
338
$235K 0.03%
2,190
+65
339
$233K 0.03%
4,243
340
$233K 0.03%
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341
$229K 0.03%
5,300
342
$228K 0.03%
4,650
343
$226K 0.03%
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344
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5,125
345
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6,623
346
$221K 0.02%
14,471
-1,061
347
$219K 0.02%
4,125
348
$217K 0.02%
4,900
+4,300
349
$216K 0.02%
6,000
350
$206K 0.02%
2,230
12 13
14
15 16