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
501
$152K 0.01%
1,525
+615
502
$152K 0.01%
11,408
503
$151K 0.01%
203
504
$151K 0.01%
2,250
505
$150K 0.01%
1,978
506
$148K 0.01%
2,114
+552
507
$148K 0.01%
4,336
508
$148K 0.01%
1,584
509
$147K 0.01%
1,602
-4
510
$144K 0.01%
+1,300
511
$144K 0.01%
4,323
+3,000
512
$142K 0.01%
2,782
513
$141K 0.01%
1,000
514
$141K 0.01%
2,500
515
$140K 0.01%
4,821
516
$140K 0.01%
3,502
+66
517
$139K 0.01%
1,300
518
$138K 0.01%
2,528
519
$138K 0.01%
673
520
$137K 0.01%
959
+50
521
$135K ﹤0.01%
346
522
$135K ﹤0.01%
1,180
-100
523
$134K ﹤0.01%
885
+150
524
$134K ﹤0.01%
2,003
525
$133K ﹤0.01%
2,712
19 20
21
22 23