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
376
$398K 0.01%
5,670
377
$392K 0.01%
167
+6
378
$391K 0.01%
8,726
+85
379
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2,088
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380
$385K 0.01%
3,092
-500
381
$385K 0.01%
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-75
382
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5,707
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383
$377K 0.01%
7,586
+2
384
$375K 0.01%
7,020
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385
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13,300
-916
386
$368K 0.01%
884
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387
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4,569
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388
$361K 0.01%
2,823
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3,731
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390
$358K 0.01%
9,855
+150
391
$357K 0.01%
12,401
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393
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14,107
394
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8,500
395
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2,000
396
$338K 0.01%
3,516
-200
397
$337K 0.01%
6,350
398
$333K 0.01%
29,427
399
$329K 0.01%
4,130
400
$327K 0.01%
2,768
14 15
16
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