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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$477K 0.02%
3,906
+374
352
$470K 0.02%
3,757
353
$461K 0.02%
13,280
354
$455K 0.02%
7,875
355
$455K 0.02%
7,749
356
$450K 0.02%
4,326
+3,938
357
$450K 0.02%
8,922
+184
358
$445K 0.02%
4,065
359
$444K 0.02%
373
-30
360
$444K 0.02%
12,199
361
$442K 0.02%
8,896
-55
362
$439K 0.02%
5,076
363
$438K 0.02%
23,866
+3,000
364
$432K 0.02%
6,580
365
$432K 0.02%
1,180
366
$429K 0.02%
2,428
367
$428K 0.02%
13,482
368
$427K 0.02%
5,000
369
$426K 0.02%
6,145
370
$426K 0.02%
4,703
+203
371
$419K 0.02%
9,428
372
$414K 0.02%
5,211
-662
373
$414K 0.02%
5,520
374
$414K 0.02%
31,626
+1,780
375
$405K 0.01%
1,618
+3
13 14
15
16 17