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

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

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
476
$105K 0.01%
2,000
477
$105K 0.01%
1,215
478
$105K 0.01%
1,514
479
$105K 0.01%
1,800
480
$104K 0.01%
1,800
481
$104K 0.01%
4,865
-9
482
$104K 0.01%
2,817
483
$103K 0.01%
1,030
484
$102K 0.01%
634
485
$102K 0.01%
1,000
486
$101K 0.01%
21,746
-4,374
487
$101K 0.01%
3,558
488
$101K 0.01%
1,833
-24
489
$100K 0.01%
2,501
490
$100K 0.01%
1,050
491
$99K 0.01%
680
492
$99K 0.01%
1,496
493
$98K 0.01%
1,400
494
$97K 0.01%
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495
$97K 0.01%
1,413
496
$97K 0.01%
911
497
$96K 0.01%
559
498
$96K 0.01%
1,915
-16
499
$95K 0.01%
1,134
500
$94K 0.01%
2,954
-4
18 19
20
21 22