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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.24M
3
+$1.79M
4
IAU icon
iShares Gold Trust
IAU
+$1.17M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M

Top Sells

1
+$4.23M
2
+$1.17M
3
+$1.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.04M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$726K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$71K ﹤0.01%
14,113
-5,690
552
$70K ﹤0.01%
2,550
-500
553
$69K ﹤0.01%
1,500
554
$69K ﹤0.01%
940
555
$68K ﹤0.01%
652
556
$67K ﹤0.01%
3,200
-96
557
$67K ﹤0.01%
743
558
$67K ﹤0.01%
453
559
$66K ﹤0.01%
2,399
560
$66K ﹤0.01%
2,500
561
$65K ﹤0.01%
6,909
-400
562
$65K ﹤0.01%
450
563
$65K ﹤0.01%
2,686
+340
564
$65K ﹤0.01%
982
565
$64K ﹤0.01%
574
566
$64K ﹤0.01%
1,740
567
$63K ﹤0.01%
593
568
$63K ﹤0.01%
2,150
+2,000
569
$63K ﹤0.01%
2,169
570
$62K ﹤0.01%
1,000
571
$61K ﹤0.01%
1,012
572
$61K ﹤0.01%
2,203
+99
573
$61K ﹤0.01%
4,222
574
$61K ﹤0.01%
302
575
$61K ﹤0.01%
534
21 22
23
24 25