WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
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
426
$110K 0.01%
3,700
427
$109K 0.01%
20,070
428
$108K 0.01%
22,500
429
$108K 0.01%
38
430
$107K 0.01%
2,774
431
$106K 0.01%
3,727
432
$106K 0.01%
9,000
433
$106K 0.01%
1,095
-100
434
$105K 0.01%
2,194
435
$105K 0.01%
1,325
-1,300
436
$104K 0.01%
+2,700
437
$104K 0.01%
1,641
438
$103K 0.01%
+500
439
$102K 0.01%
1,493
-1,450
440
$102K 0.01%
920
441
$101K 0.01%
4,948
442
$100K 0.01%
1,725
-1,200
443
$100K 0.01%
1,800
444
$99K 0.01%
2,600
445
$99K 0.01%
615
446
$98K 0.01%
2,456
447
$98K 0.01%
926
-72
448
$98K 0.01%
1,380
449
$98K 0.01%
2,170
450
$97K 0.01%
1,200
16 17
18
19 20