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
326
$392K 0.02%
6,635
+400
327
$387K 0.02%
4,065
328
$386K 0.02%
6,786
+5,490
329
$386K 0.02%
10,584
330
$383K 0.02%
805
331
$375K 0.02%
6,022
-400
332
$371K 0.02%
33,575
-10,216
333
$371K 0.02%
4,462
+212
334
$369K 0.02%
23,486
335
$367K 0.02%
6,082
-200
336
$365K 0.02%
7,914
-777
337
$364K 0.02%
8,000
338
$363K 0.02%
4,939
+298
339
$362K 0.02%
6,356
-369
340
$362K 0.02%
+34,000
341
$358K 0.02%
+40,000
342
$357K 0.02%
20,180
343
$357K 0.02%
6,487
-941
344
$354K 0.02%
2,001
-19
345
$353K 0.02%
9,744
-121
346
$353K 0.02%
4,500
347
$352K 0.02%
5,625
348
$349K 0.02%
9,606
-560
349
$345K 0.02%
5,520
350
$344K 0.02%
2,579
12 13
14
15 16