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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
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
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556
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557
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66
558
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560
$44K ﹤0.01%
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561
$44K ﹤0.01%
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$44K ﹤0.01%
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563
$43K ﹤0.01%
684
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305
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$43K ﹤0.01%
750
567
$42K ﹤0.01%
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$42K ﹤0.01%
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-300
573
$41K ﹤0.01%
2,225
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574
$41K ﹤0.01%
779
575
$41K ﹤0.01%
937
21 22
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