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
526
$82K ﹤0.01%
2,025
527
$81K ﹤0.01%
553
+545
528
$81K ﹤0.01%
1,496
529
$80K ﹤0.01%
2,027
530
$80K ﹤0.01%
1,710
+174
531
$80K ﹤0.01%
1,808
-94
532
$79K ﹤0.01%
1,266
533
$79K ﹤0.01%
647
534
$79K ﹤0.01%
630
535
$79K ﹤0.01%
+3,500
536
$78K ﹤0.01%
945
537
$78K ﹤0.01%
1,000
538
$78K ﹤0.01%
285
539
$77K ﹤0.01%
1,670
540
$77K ﹤0.01%
346
541
$76K ﹤0.01%
1,606
542
$76K ﹤0.01%
402
543
$74K ﹤0.01%
735
-55
544
$74K ﹤0.01%
1,819
545
$73K ﹤0.01%
2,026
-264
546
$73K ﹤0.01%
1,900
547
$73K ﹤0.01%
+664
548
$73K ﹤0.01%
1,500
549
$72K ﹤0.01%
8,028
-20,504
550
$72K ﹤0.01%
1,400
20 21
22
23 24