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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$53K ﹤0.01%
3,499
577
$52K ﹤0.01%
1,971
578
$52K ﹤0.01%
1,000
579
$52K ﹤0.01%
285
580
$52K ﹤0.01%
1,407
+1,402
581
$51K ﹤0.01%
2,361
582
$51K ﹤0.01%
1,725
583
$51K ﹤0.01%
1,012
584
$50K ﹤0.01%
620
585
$50K ﹤0.01%
535
586
$50K ﹤0.01%
625
+3
587
$49K ﹤0.01%
1,450
588
$49K ﹤0.01%
1,450
589
$49K ﹤0.01%
777
590
$49K ﹤0.01%
1,688
591
$48K ﹤0.01%
600
592
$48K ﹤0.01%
1,402
593
$48K ﹤0.01%
736
594
$48K ﹤0.01%
357
595
$48K ﹤0.01%
5,000
596
$48K ﹤0.01%
1,254
597
$47K ﹤0.01%
555
598
$47K ﹤0.01%
4,824
599
$47K ﹤0.01%
500
600
$46K ﹤0.01%
2,050
22 23
24
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