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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$125K 0.01%
+660
477
$122K 0.01%
10,012
478
$122K 0.01%
2,051
479
$121K 0.01%
2,501
480
$121K 0.01%
2,250
481
$120K 0.01%
1,000
482
$118K 0.01%
559
483
$117K 0.01%
1,000
484
$116K 0.01%
1,400
485
$116K 0.01%
2,514
486
$116K 0.01%
1,650
487
$113K 0.01%
2,820
488
$111K 0.01%
911
489
$110K 0.01%
1,200
490
$108K 0.01%
273
491
$108K 0.01%
6,935
-880
492
$106K 0.01%
1,136
493
$106K 0.01%
1,257
494
$105K 0.01%
3,000
-753
495
$105K 0.01%
50,000
496
$105K 0.01%
2,035
497
$103K 0.01%
1,500
498
$103K 0.01%
1,518
499
$102K 0.01%
1,605
+778
500
$102K 0.01%
1,250
18 19
20
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