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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$100K ﹤0.01%
1,500
527
$98K ﹤0.01%
+1,200
528
$97K ﹤0.01%
761
+15
529
$97K ﹤0.01%
+1,935
530
$96K ﹤0.01%
945
-729
531
$96K ﹤0.01%
1,500
532
$95K ﹤0.01%
621
+140
533
$95K ﹤0.01%
302
534
$95K ﹤0.01%
1,000
535
$95K ﹤0.01%
538
+23
536
$94K ﹤0.01%
2,170
+445
537
$93K ﹤0.01%
1,549
538
$93K ﹤0.01%
1,500
539
$92K ﹤0.01%
402
540
$92K ﹤0.01%
1,499
-997
541
$92K ﹤0.01%
1,380
542
$92K ﹤0.01%
2,169
543
$91K ﹤0.01%
945
544
$90K ﹤0.01%
3,200
545
$90K ﹤0.01%
647
546
$90K ﹤0.01%
1,162
547
$90K ﹤0.01%
3,654
+809
548
$89K ﹤0.01%
1,055
549
$89K ﹤0.01%
1,200
550
$89K ﹤0.01%
310
+10
20 21
22
23 24