WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$423K 0.02%
5,897
-90
352
$422K 0.02%
5,176
353
$421K 0.02%
30,986
354
$420K 0.02%
6,786
355
$419K 0.02%
6,813
356
$413K 0.02%
5,520
357
$406K 0.02%
5,787
-401
358
$404K 0.02%
8,000
359
$400K 0.02%
8,598
-178
360
$397K 0.02%
13,400
361
$391K 0.02%
4,475
362
$390K 0.02%
1,180
363
$389K 0.02%
7,816
364
$387K 0.02%
1,909
365
$385K 0.02%
1,388
366
$380K 0.02%
32,531
367
$377K 0.02%
9,624
368
$377K 0.02%
6,580
369
$365K 0.02%
3,757
370
$362K 0.02%
2,566
371
$356K 0.02%
8,285
+7,115
372
$353K 0.02%
7,575
373
$351K 0.02%
15,475
+50
374
$348K 0.02%
6,781
-375
375
$346K 0.02%
2,665
13 14
15
16 17