WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$46K 0.01%
13,458
552
$46K 0.01%
500
+157
553
$45K 0.01%
400
554
$45K 0.01%
3,000
555
$45K 0.01%
766
556
$45K 0.01%
1,000
557
$45K 0.01%
1,894
558
$45K 0.01%
66
559
$45K 0.01%
+360
560
$44K ﹤0.01%
724
561
$44K ﹤0.01%
1,067
562
$44K ﹤0.01%
850
563
$43K ﹤0.01%
684
564
$43K ﹤0.01%
305
565
$43K ﹤0.01%
472
566
$43K ﹤0.01%
750
567
$42K ﹤0.01%
1,070
-300
568
$42K ﹤0.01%
3,000
569
$42K ﹤0.01%
750
570
$42K ﹤0.01%
1,675
571
$42K ﹤0.01%
400
572
$42K ﹤0.01%
253
573
$41K ﹤0.01%
2,225
+350
574
$41K ﹤0.01%
779
575
$41K ﹤0.01%
937
21 22
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