WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
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
-225
360
$189K 0.02%
8,550
361
$185K 0.02%
2,950
362
$183K 0.02%
7,537
363
$180K 0.02%
1,646
364
$179K 0.02%
4,758
-478
365
$178K 0.02%
5,724
+4,161
366
$176K 0.02%
6,480
367
$173K 0.02%
2,555
368
$171K 0.02%
7,500
369
$170K 0.02%
2,720
-325
370
$170K 0.02%
1,559
371
$169K 0.02%
3,037
+1,000
372
$166K 0.02%
4,774
373
$165K 0.02%
1,360
374
$163K 0.02%
3,900
375
$163K 0.02%
3,207
-27
13 14
15
16 17