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
401
$225K 0.01%
1,349
402
$225K 0.01%
1,646
403
$225K 0.01%
4,866
-876
404
$222K 0.01%
7,757
-1,780
405
$219K 0.01%
3,418
406
$217K 0.01%
1,200
407
$216K 0.01%
8,059
408
$215K 0.01%
734
409
$215K 0.01%
8,650
-400
410
$215K 0.01%
1,594
411
$214K 0.01%
7,328
412
$214K 0.01%
15,933
413
$213K 0.01%
4,275
414
$207K 0.01%
5,769
-2,250
415
$206K 0.01%
1,765
-9
416
$206K 0.01%
18,480
+1,104
417
$205K 0.01%
120
418
$205K 0.01%
3,650
419
$205K 0.01%
3,296
420
$205K 0.01%
2,385
-106
421
$204K 0.01%
15,354
422
$203K 0.01%
2,700
423
$202K 0.01%
1,500
424
$201K 0.01%
12,823
+6,000
425
$200K 0.01%
7,697
15 16
17
18 19