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
526
$74K 0.01%
3,395
-1,333
527
$73K 0.01%
1,007
-36
528
$72K 0.01%
555
529
$72K 0.01%
2,500
530
$72K 0.01%
1,499
531
$72K 0.01%
2,894
-650
532
$72K 0.01%
2,504
-859
533
$71K 0.01%
2,954
+40
534
$71K 0.01%
1,133
-202
535
$70K 0.01%
1,331
-306
536
$69K ﹤0.01%
3,753
537
$68K ﹤0.01%
172
538
$68K ﹤0.01%
1,272
539
$67K ﹤0.01%
1,729
540
$65K ﹤0.01%
2,000
541
$65K ﹤0.01%
4,281
542
$64K ﹤0.01%
1,000
543
$64K ﹤0.01%
1,130
544
$64K ﹤0.01%
1,325
-48
545
$64K ﹤0.01%
1,540
-443
546
$64K ﹤0.01%
1,200
547
$64K ﹤0.01%
225
548
$63K ﹤0.01%
1,027
549
$62K ﹤0.01%
3,450
550
$62K ﹤0.01%
1,930
20 21
22
23 24