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
501
$94K 0.01%
1,162
502
$92K 0.01%
1,114
-42
503
$91K 0.01%
1,115
504
$91K 0.01%
1,518
-142
505
$90K 0.01%
1,003
506
$88K 0.01%
1,900
507
$86K 0.01%
600
508
$85K 0.01%
1,000
509
$85K 0.01%
1,961
510
$84K 0.01%
2,026
511
$84K 0.01%
1,503
512
$83K 0.01%
1,500
513
$82K 0.01%
3,403
-168
514
$81K 0.01%
900
515
$79K 0.01%
2,146
516
$79K 0.01%
1,720
-84
517
$78K 0.01%
951
518
$78K 0.01%
900
519
$77K 0.01%
1,763
520
$75K 0.01%
2,846
521
$75K 0.01%
745
522
$75K 0.01%
2,958
523
$75K 0.01%
2,065
524
$75K 0.01%
450
525
$74K 0.01%
2,782
19 20
21
22 23