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
501
$101K 0.01%
2,838
502
$101K 0.01%
3,616
503
$99K 0.01%
1,700
504
$99K 0.01%
5,730
505
$99K 0.01%
673
506
$99K 0.01%
2,817
507
$98K 0.01%
488
508
$97K 0.01%
909
509
$97K 0.01%
745
510
$97K 0.01%
2,761
511
$95K 0.01%
1,380
512
$94K 0.01%
+920
513
$94K 0.01%
1,162
514
$93K 0.01%
450
+120
515
$91K 0.01%
1,622
-550
516
$90K 0.01%
1,585
517
$89K 0.01%
5,096
518
$89K 0.01%
4,565
519
$88K 0.01%
1,101
520
$87K 0.01%
+5,000
521
$87K 0.01%
1,667
-1,000
522
$85K ﹤0.01%
1,549
-149
523
$85K ﹤0.01%
460
524
$84K ﹤0.01%
1,052
525
$83K ﹤0.01%
10,000
19 20
21
22 23