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

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

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%
940
554
$69K ﹤0.01%
1,500
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%
982
562
$65K ﹤0.01%
6,909
-400
563
$65K ﹤0.01%
450
564
$65K ﹤0.01%
2,686
+340
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
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