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
476
$100K 0.01%
3,616
-500
477
$99K 0.01%
6,050
478
$98K 0.01%
745
479
$98K 0.01%
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480
$98K 0.01%
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481
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1,902
-23,654
482
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483
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559
484
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2,035
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485
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911
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486
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487
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488
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489
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490
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491
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3,061
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625
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493
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495
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496
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498
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2,290
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499
$88K 0.01%
4,565
500
$87K 0.01%
1,162
-172
18 19
20
21 22