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
401
$201K 0.01%
3,170
402
$196K 0.01%
2,000
403
$196K 0.01%
8,059
+5,000
404
$192K 0.01%
3,100
-220
405
$191K 0.01%
120
+5
406
$190K 0.01%
9,050
407
$188K 0.01%
15,354
408
$185K 0.01%
3,154
-161
409
$182K 0.01%
2,700
410
$179K 0.01%
1,674
411
$179K 0.01%
9,870
-3,530
412
$179K 0.01%
7,756
-8,156
413
$179K 0.01%
1,200
414
$178K 0.01%
1,500
415
$175K 0.01%
2,897
416
$175K 0.01%
1,250
-100
417
$174K 0.01%
5,582
-35,621
418
$174K 0.01%
13,280
-48
419
$174K 0.01%
2,636
-616
420
$174K 0.01%
9,975
+1,163
421
$169K 0.01%
5,320
-138
422
$169K 0.01%
2,054
-120
423
$169K 0.01%
10,012
424
$167K 0.01%
10,865
-61,803
425
$161K 0.01%
3,068
-5
15 16
17
18 19