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
476
$78K 0.01%
+1,754
477
$78K 0.01%
1,476
478
$78K 0.01%
1,113
479
$77K 0.01%
571
480
$76K 0.01%
1,226
481
$76K 0.01%
1,498
-1,500
482
$76K 0.01%
1,714
483
$75K 0.01%
+3,030
484
$73K 0.01%
3,188
485
$72K 0.01%
1,230
486
$72K 0.01%
4,929
487
$70K 0.01%
19,466
488
$70K 0.01%
855
489
$70K 0.01%
8,040
490
$69K 0.01%
1,119
491
$68K 0.01%
1,500
492
$68K 0.01%
890
493
$67K 0.01%
1,275
494
$66K 0.01%
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495
$66K 0.01%
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496
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4,500
497
$66K 0.01%
5,336
498
$66K 0.01%
2,030
499
$65K 0.01%
1,544
500
$64K 0.01%
424
18 19
20
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