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
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%
920
440
$102K 0.01%
1,493
-1,450
441
$101K 0.01%
4,948
442
$100K 0.01%
1,725
-1,200
443
$100K 0.01%
1,800
444
$99K 0.01%
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445
$99K 0.01%
615
446
$98K 0.01%
926
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447
$98K 0.01%
2,170
448
$98K 0.01%
1,380
449
$98K 0.01%
2,456
450
$97K 0.01%
1,200
16 17
18
19 20