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
451
$97K 0.01%
695
452
$96K 0.01%
1,404
453
$94K 0.01%
750
454
$93K 0.01%
2,412
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455
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456
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457
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458
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7,325
459
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1,675
-50
460
$89K 0.01%
2,127
461
$89K 0.01%
12,740
462
$89K 0.01%
4,600
-400
463
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600
464
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2,900
465
$87K 0.01%
+1,050
466
$86K 0.01%
2,682
467
$86K 0.01%
1,940
468
$85K 0.01%
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469
$85K 0.01%
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470
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471
$83K 0.01%
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472
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473
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2,500
474
$80K 0.01%
1,456
-328
475
$79K 0.01%
4,530
-1,400
17 18
19
20 21