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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$60K ﹤0.01%
387
552
$60K ﹤0.01%
2,104
553
$60K ﹤0.01%
2,782
554
$59K ﹤0.01%
593
555
$58K ﹤0.01%
432
556
$58K ﹤0.01%
2,169
557
$57K ﹤0.01%
503
-64
558
$57K ﹤0.01%
2,000
559
$57K ﹤0.01%
574
560
$57K ﹤0.01%
1,500
-100
561
$57K ﹤0.01%
1,693
562
$56K ﹤0.01%
743
563
$56K ﹤0.01%
982
564
$56K ﹤0.01%
534
+16
565
$55K ﹤0.01%
1,486
566
$55K ﹤0.01%
1,523
567
$55K ﹤0.01%
2,735
568
$55K ﹤0.01%
3,499
569
$55K ﹤0.01%
302
+167
570
$54K ﹤0.01%
600
571
$54K ﹤0.01%
1,079
572
$52K ﹤0.01%
1,280
-1,700
573
$52K ﹤0.01%
+1,142
574
$51K ﹤0.01%
3,296
-105
575
$51K ﹤0.01%
503
21 22
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