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
526
$71K ﹤0.01%
7,309
-273
527
$71K ﹤0.01%
2,346
-125
528
$70K ﹤0.01%
790
-71
529
$70K ﹤0.01%
402
+254
530
$70K ﹤0.01%
450
531
$69K ﹤0.01%
2,399
532
$67K ﹤0.01%
1,740
533
$66K ﹤0.01%
1,496
534
$66K ﹤0.01%
+346
535
$66K ﹤0.01%
10,000
536
$66K ﹤0.01%
1,000
537
$66K ﹤0.01%
3,041
-233
538
$65K ﹤0.01%
1,296
539
$65K ﹤0.01%
652
540
$64K ﹤0.01%
330
-605
541
$64K ﹤0.01%
2,500
542
$64K ﹤0.01%
4,222
543
$64K ﹤0.01%
1,500
544
$63K ﹤0.01%
1,012
545
$63K ﹤0.01%
4,300
546
$62K ﹤0.01%
1,966
-391
547
$62K ﹤0.01%
1,819
-360
548
$62K ﹤0.01%
900
549
$61K ﹤0.01%
453
+152
550
$61K ﹤0.01%
1,647
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