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
426
$194K 0.01%
5,639
-20
427
$194K 0.01%
3,742
-812
428
$192K 0.01%
2,054
429
$189K 0.01%
9,975
430
$188K 0.01%
624
431
$188K 0.01%
3,170
432
$187K 0.01%
9,329
433
$187K 0.01%
7,756
434
$185K 0.01%
1,674
435
$183K 0.01%
2,196
436
$182K 0.01%
1,503
437
$181K 0.01%
3,051
+154
438
$175K 0.01%
+3,450
439
$172K 0.01%
13,280
440
$171K 0.01%
2,000
441
$171K 0.01%
2,666
-488
442
$170K 0.01%
2,900
443
$167K 0.01%
970
444
$165K 0.01%
2,900
445
$163K 0.01%
4,500
446
$162K 0.01%
6,749
447
$162K 0.01%
3,119
+51
448
$160K 0.01%
5,320
449
$158K 0.01%
4,126
450
$157K 0.01%
+4,000
16 17
18
19 20