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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$88K ﹤0.01%
10,000
552
$87K ﹤0.01%
1,876
+878
553
$87K ﹤0.01%
2,550
554
$87K ﹤0.01%
893
-214
555
$86K ﹤0.01%
1,900
556
$86K ﹤0.01%
652
557
$86K ﹤0.01%
2,346
-340
558
$85K ﹤0.01%
1,290
559
$85K ﹤0.01%
346
560
$84K ﹤0.01%
3,550
+50
561
$84K ﹤0.01%
2,050
+400
562
$82K ﹤0.01%
355
-175
563
$82K ﹤0.01%
856
+172
564
$81K ﹤0.01%
650
565
$80K ﹤0.01%
2,399
566
$80K ﹤0.01%
743
567
$79K ﹤0.01%
1,266
568
$79K ﹤0.01%
1,300
569
$79K ﹤0.01%
2,313
+67
570
$78K ﹤0.01%
553
571
$78K ﹤0.01%
2,000
572
$78K ﹤0.01%
1,004
-160
573
$78K ﹤0.01%
4,166
574
$77K ﹤0.01%
940
575
$77K ﹤0.01%
425
21 22
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