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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$223K 0.01%
2,083
-190
452
$223K 0.01%
2,214
-145
453
$220K 0.01%
1,662
454
$218K 0.01%
1,636
+50
455
$215K 0.01%
1,570
+171
456
$215K 0.01%
1,600
457
$214K 0.01%
2,385
-1,898
458
$212K 0.01%
2,550
459
$212K 0.01%
6,762
460
$211K 0.01%
1,814
461
$210K 0.01%
5,757
+489
462
$206K 0.01%
473
+14
463
$202K 0.01%
7,964
+1,250
464
$199K 0.01%
2,124
-304
465
$198K 0.01%
573
466
$195K 0.01%
4,122
467
$194K 0.01%
2,273
+293
468
$192K 0.01%
1,405
469
$190K 0.01%
7,361
470
$189K 0.01%
2,300
471
$187K 0.01%
630
472
$186K 0.01%
2,490
473
$184K 0.01%
1,523
-50
474
$181K 0.01%
1,592
-50
475
$180K 0.01%
5,730
17 18
19
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