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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$124K 0.01%
2,501
452
$124K 0.01%
1,000
453
$122K 0.01%
1,304
454
$120K 0.01%
3,200
455
$120K 0.01%
1,800
456
$119K 0.01%
170
457
$119K 0.01%
970
458
$117K 0.01%
2,514
459
$116K 0.01%
1,650
460
$116K 0.01%
2,051
461
$115K 0.01%
2,172
462
$112K 0.01%
19,803
-1,495
463
$112K 0.01%
+488
464
$112K 0.01%
1,250
465
$112K 0.01%
2,250
466
$111K 0.01%
1,200
467
$110K 0.01%
2,027
468
$109K 0.01%
1,000
469
$108K 0.01%
212
-15
470
$106K 0.01%
273
471
$105K 0.01%
5,096
-204
472
$102K 0.01%
2,025
-1,604
473
$100K 0.01%
2,838
-8
474
$100K 0.01%
+50,000
475
$100K 0.01%
1,729
17 18
19
20 21