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
526
$133K ﹤0.01%
1,275
527
$128K ﹤0.01%
1,035
528
$127K ﹤0.01%
809
529
$127K ﹤0.01%
2,035
530
$126K ﹤0.01%
1,400
531
$126K ﹤0.01%
1,773
+497
532
$126K ﹤0.01%
5,040
+2,810
533
$126K ﹤0.01%
1,402
-180
534
$126K ﹤0.01%
1,751
+100
535
$125K ﹤0.01%
1,124
-87
536
$121K ﹤0.01%
1,935
537
$120K ﹤0.01%
4,257
+147
538
$119K ﹤0.01%
1,812
539
$119K ﹤0.01%
1,706
540
$118K ﹤0.01%
10,844
-286
541
$117K ﹤0.01%
13,300
542
$116K ﹤0.01%
7,474
543
$116K ﹤0.01%
2,623
-3
544
$116K ﹤0.01%
1,611
545
$116K ﹤0.01%
1,318
+215
546
$116K ﹤0.01%
1,400
-500
547
$116K ﹤0.01%
4,800
548
$115K ﹤0.01%
559
549
$114K ﹤0.01%
2,213
550
$113K ﹤0.01%
455
20 21
22
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