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
401
$136K 0.02%
3,605
402
$135K 0.02%
2,215
403
$135K 0.02%
3,253
-197
404
$133K 0.01%
1,677
405
$133K 0.01%
1,766
406
$132K 0.01%
2,890
407
$132K 0.01%
650
-125
408
$131K 0.01%
6,300
409
$129K 0.01%
2,905
410
$126K 0.01%
60,267
+9,725
411
$126K 0.01%
900
-100
412
$123K 0.01%
1,608
413
$122K 0.01%
1,715
+600
414
$122K 0.01%
2,000
415
$122K 0.01%
1,200
416
$122K 0.01%
4,075
417
$121K 0.01%
1,000
418
$120K 0.01%
3,218
419
$119K 0.01%
1,975
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420
$119K 0.01%
1,600
421
$119K 0.01%
2,700
422
$118K 0.01%
3,900
423
$114K 0.01%
828
-66
424
$111K 0.01%
9,202
+5,510
425
$111K 0.01%
1,750
15 16
17
18 19