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

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
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
576
$40K ﹤0.01%
345
577
$40K ﹤0.01%
1,503
578
$40K ﹤0.01%
616
579
$39K ﹤0.01%
1,497
580
$39K ﹤0.01%
407
581
$38K ﹤0.01%
375
582
$38K ﹤0.01%
1,000
583
$37K ﹤0.01%
3,375
584
$37K ﹤0.01%
1,050
585
$37K ﹤0.01%
825
586
$37K ﹤0.01%
1,404
587
$37K ﹤0.01%
754
588
$37K ﹤0.01%
775
589
$37K ﹤0.01%
159
590
$36K ﹤0.01%
705
591
$36K ﹤0.01%
743
592
$36K ﹤0.01%
850
593
$36K ﹤0.01%
651
594
$36K ﹤0.01%
1,200
-875
595
$35K ﹤0.01%
1,100
596
$35K ﹤0.01%
300
597
$35K ﹤0.01%
25
598
$35K ﹤0.01%
331
-75
599
$35K ﹤0.01%
+2,390
600
$34K ﹤0.01%
268
22 23
24
25 26