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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$178K 0.01%
2,900
477
$178K 0.01%
1,389
+310
478
$173K 0.01%
4,500
479
$170K 0.01%
2,425
480
$170K 0.01%
1,296
481
$170K 0.01%
708
+5
482
$169K 0.01%
3,032
483
$169K 0.01%
4,300
484
$168K 0.01%
3,200
485
$167K 0.01%
2,818
+2,000
486
$167K 0.01%
4,236
+16
487
$165K 0.01%
2,235
-45
488
$164K 0.01%
11,244
-4,685
489
$162K 0.01%
1,435
490
$162K 0.01%
619
491
$161K 0.01%
2,805
492
$160K 0.01%
368
+20
493
$159K 0.01%
2,541
+27
494
$159K 0.01%
4,232
495
$158K 0.01%
5,737
496
$157K 0.01%
1,558
+771
497
$157K 0.01%
7,450
498
$157K 0.01%
4,030
+1,882
499
$155K 0.01%
3,866
500
$153K 0.01%
2,051
18 19
20
21 22