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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$271K 0.02%
2,595
377
$268K 0.02%
5,176
-190
378
$264K 0.02%
5,200
379
$264K 0.02%
4,130
+3,995
380
$263K 0.02%
3,631
381
$257K 0.01%
3,304
382
$257K 0.01%
8,546
+439
383
$257K 0.01%
1,425
384
$256K 0.01%
1,890
-600
385
$256K 0.01%
2,430
-198
386
$254K 0.01%
1,530
+1,098
387
$254K 0.01%
2,294
388
$252K 0.01%
6,350
-600
389
$251K 0.01%
2,000
390
$242K 0.01%
4,378
-350
391
$239K 0.01%
1,977
392
$237K 0.01%
9,248
393
$236K 0.01%
21,911
-800
394
$233K 0.01%
2,309
+1,309
395
$233K 0.01%
3,772
+28
396
$231K 0.01%
8,925
-4,425
397
$229K 0.01%
1,180
398
$228K 0.01%
+1,400
399
$226K 0.01%
6,910
-89
400
$225K 0.01%
+12,000
14 15
16
17 18