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

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
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%
1,000
582
$38K ﹤0.01%
375
583
$37K ﹤0.01%
775
584
$37K ﹤0.01%
3,375
585
$37K ﹤0.01%
159
586
$37K ﹤0.01%
1,050
587
$37K ﹤0.01%
825
588
$37K ﹤0.01%
1,404
589
$37K ﹤0.01%
754
590
$36K ﹤0.01%
705
591
$36K ﹤0.01%
743
592
$36K ﹤0.01%
850
593
$36K ﹤0.01%
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594
$36K ﹤0.01%
651
595
$35K ﹤0.01%
1,100
596
$35K ﹤0.01%
331
-75
597
$35K ﹤0.01%
+2,390
598
$35K ﹤0.01%
300
599
$35K ﹤0.01%
25
600
$34K ﹤0.01%
1,907
22 23
24
25 26