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
376
$253K 0.02%
6,950
-300
377
$249K 0.02%
3,631
-4
378
$248K 0.02%
4,554
-239
379
$246K 0.02%
4,728
380
$245K 0.02%
2,294
381
$243K 0.02%
2,491
-1,929
382
$239K 0.02%
1,977
-140
383
$238K 0.02%
3,304
-6
384
$235K 0.01%
1,425
+300
385
$230K 0.01%
9,329
-375
386
$229K 0.01%
1,180
-125
387
$226K 0.01%
1,349
+604
388
$225K 0.01%
624
389
$224K 0.01%
9,248
390
$222K 0.01%
7,328
391
$217K 0.01%
1,774
392
$216K 0.01%
3,744
-1,070
393
$214K 0.01%
1,594
-405
394
$214K 0.01%
9,537
-690
395
$213K 0.01%
4,275
-647
396
$206K 0.01%
1,646
397
$205K 0.01%
3,296
-7,395
398
$204K 0.01%
7,697
399
$203K 0.01%
11,925
400
$202K 0.01%
3,418
14 15
16
17 18