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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$119K 0.01%
5,245
-140
452
$118K 0.01%
870
453
$118K 0.01%
2,100
454
$117K 0.01%
810
455
$117K 0.01%
2,372
+4
456
$116K 0.01%
2,370
457
$115K 0.01%
2,249
-78
458
$114K 0.01%
2,340
459
$113K 0.01%
3,950
460
$113K 0.01%
600
461
$113K 0.01%
4,731
462
$113K 0.01%
1,140
+4
463
$113K 0.01%
2,384
-666
464
$111K 0.01%
1,190
-44
465
$110K 0.01%
2,699
466
$109K 0.01%
7,291
467
$109K 0.01%
1,175
468
$108K 0.01%
1,836
469
$107K 0.01%
2,388
470
$107K 0.01%
1,839
-318
471
$106K 0.01%
1,005
-162
472
$106K 0.01%
1,647
473
$106K 0.01%
1,400
474
$105K 0.01%
2,399
475
$105K 0.01%
6,436
17 18
19
20 21