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
501
$86K 0.01%
1,500
502
$86K 0.01%
1,380
503
$85K 0.01%
2,761
504
$85K 0.01%
5,730
505
$84K 0.01%
1,585
506
$83K 0.01%
1,698
507
$83K 0.01%
285
508
$82K 0.01%
1,400
509
$82K 0.01%
1,257
510
$81K 0.01%
1,670
511
$79K 0.01%
1,266
512
$79K 0.01%
3,050
-400
513
$79K 0.01%
6,823
514
$79K 0.01%
647
-200
515
$79K 0.01%
1,000
-3
516
$78K ﹤0.01%
909
517
$78K ﹤0.01%
1,536
-105
518
$78K ﹤0.01%
460
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519
$76K ﹤0.01%
1,000
520
$76K ﹤0.01%
1,101
521
$76K ﹤0.01%
630
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522
$73K ﹤0.01%
1,606
-3
523
$73K ﹤0.01%
900
524
$73K ﹤0.01%
1,900
525
$71K ﹤0.01%
945
19 20
21
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