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
376
$162K 0.02%
1,961
377
$162K 0.02%
1,610
-48
378
$161K 0.02%
1,410
379
$159K 0.02%
2,616
380
$159K 0.02%
5,400
381
$157K 0.02%
3,000
382
$154K 0.02%
2,294
383
$153K 0.02%
2,465
-160
384
$153K 0.02%
3,000
385
$150K 0.02%
1,925
-100
386
$150K 0.02%
1,960
387
$149K 0.02%
+1,500
388
$149K 0.02%
3,600
389
$147K 0.02%
+4,500
390
$144K 0.02%
3,710
391
$143K 0.02%
+1,712
392
$142K 0.02%
1,399
393
$141K 0.02%
2,038
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394
$141K 0.02%
3,398
395
$140K 0.02%
3,547
396
$138K 0.02%
3,425
397
$137K 0.02%
1,200
398
$137K 0.02%
2,300
+800
399
$136K 0.02%
1,500
400
$136K 0.02%
1,800
14 15
16
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