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
326
$356K 0.02%
805
327
$355K 0.02%
20,180
328
$354K 0.02%
4,435
329
$353K 0.02%
4,328
-258
330
$351K 0.02%
6,422
-5
331
$349K 0.02%
23,486
-38,910
332
$347K 0.02%
+6,235
333
$346K 0.02%
22,514
334
$346K 0.02%
2,990
-3
335
$345K 0.02%
8,000
336
$344K 0.02%
2,579
-125
337
$341K 0.02%
5,596
-11,415
338
$341K 0.02%
5,000
339
$340K 0.02%
2,490
-165
340
$339K 0.02%
8,019
+465
341
$339K 0.02%
29,972
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342
$338K 0.02%
8,107
+1,740
343
$338K 0.02%
2,020
+30
344
$338K 0.02%
12,756
+2,635
345
$337K 0.02%
13,350
-71,292
346
$336K 0.02%
4,500
347
$334K 0.02%
6,282
-100
348
$332K 0.02%
1,388
-35
349
$332K 0.02%
4,641
+981
350
$328K 0.02%
1,586
12 13
14
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