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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$278K 0.01%
15,104
-54
402
$275K 0.01%
1,386
-200
403
$274K 0.01%
1,765
404
$270K 0.01%
1,696
-591
405
$267K 0.01%
3,180
+10
406
$267K 0.01%
4,964
-49
407
$264K 0.01%
5,200
408
$264K 0.01%
14,107
+10,667
409
$264K 0.01%
7,418
-76
410
$261K 0.01%
112
-4
411
$260K 0.01%
4,123
-255
412
$259K 0.01%
3,850
+1,580
413
$257K 0.01%
2,000
414
$252K 0.01%
+2,813
415
$252K 0.01%
8,332
-1,659
416
$251K 0.01%
13,280
417
$249K 0.01%
459
418
$249K 0.01%
1,503
419
$247K 0.01%
3,304
420
$247K 0.01%
15,354
421
$245K 0.01%
1,500
422
$240K 0.01%
8,450
423
$240K 0.01%
3,200
+300
424
$237K 0.01%
2,700
425
$237K 0.01%
3,299
-416
15 16
17
18 19