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
351
$204K 0.02%
4,117
-493
352
$204K 0.02%
5,310
-80
353
$204K 0.02%
3,571
354
$202K 0.02%
1,485
355
$202K 0.02%
4,390
356
$200K 0.02%
9,500
357
$199K 0.02%
2,121
358
$193K 0.02%
3,380
359
$191K 0.02%
8,373
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360
$189K 0.02%
8,550
361
$185K 0.02%
2,950
362
$183K 0.02%
7,537
363
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364
$179K 0.02%
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365
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366
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367
$173K 0.02%
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368
$171K 0.02%
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369
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370
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371
$169K 0.02%
3,037
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372
$166K 0.02%
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373
$165K 0.02%
1,360
374
$163K 0.02%
3,900
375
$163K 0.02%
3,207
-27
13 14
15
16 17