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

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

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
476
$100K 0.01%
3,616
-500
477
$99K 0.01%
6,050
478
$98K 0.01%
2,817
479
$98K 0.01%
1,902
-23,654
480
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745
481
$98K 0.01%
2,820
482
$97K 0.01%
911
-3
483
$97K 0.01%
1,136
-4
484
$97K 0.01%
1,400
485
$97K 0.01%
559
486
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2,035
-155
487
$96K 0.01%
3,753
488
$96K 0.01%
248
489
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2,146
490
$94K 0.01%
1,954
491
$94K 0.01%
3,061
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492
$93K 0.01%
1,700
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493
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494
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625
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495
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1,518
496
$91K 0.01%
1,052
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497
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1,985
-50
498
$89K 0.01%
2,290
-225
499
$88K 0.01%
4,565
500
$87K 0.01%
1,162
-172
18 19
20
21 22