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
351
$327K 0.02%
2,214
352
$323K 0.02%
1,906
-58
353
$319K 0.02%
4,065
-250
354
$310K 0.02%
28,532
-16,976
355
$307K 0.02%
7,860
+876
356
$306K 0.02%
6,580
357
$303K 0.02%
6,320
-596
358
$302K 0.02%
17,376
+3,611
359
$302K 0.02%
5,520
360
$301K 0.02%
7,575
+375
361
$300K 0.02%
22,711
-5,360
362
$294K 0.02%
6,999
-1,725
363
$281K 0.02%
13,400
364
$278K 0.02%
2,566
365
$277K 0.02%
8,407
366
$275K 0.02%
6,050
367
$271K 0.02%
4,475
368
$269K 0.02%
2,751
369
$269K 0.02%
3,917
-415
370
$263K 0.02%
5,200
-495
371
$263K 0.02%
2,595
+25
372
$256K 0.02%
5,742
-83
373
$255K 0.02%
5,625
+438
374
$254K 0.02%
15,933
375
$254K 0.02%
2,628
-3,350
13 14
15
16 17