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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$51K ﹤0.01%
940
577
$51K ﹤0.01%
1,000
578
$50K ﹤0.01%
827
579
$50K ﹤0.01%
768
580
$50K ﹤0.01%
+1,335
581
$48K ﹤0.01%
1,200
582
$48K ﹤0.01%
650
583
$48K ﹤0.01%
13,267
-14,440
584
$47K ﹤0.01%
17,588
585
$47K ﹤0.01%
980
586
$47K ﹤0.01%
563
-19
587
$47K ﹤0.01%
2,361
588
$47K ﹤0.01%
535
589
$47K ﹤0.01%
2,488
590
$47K ﹤0.01%
1,225
-6,020
591
$46K ﹤0.01%
3,148
-199
592
$46K ﹤0.01%
1,027
593
$46K ﹤0.01%
4,166
-115
594
$45K ﹤0.01%
500
595
$45K ﹤0.01%
770
-121
596
$44K ﹤0.01%
1,171
-122
597
$44K ﹤0.01%
2,500
598
$44K ﹤0.01%
316
599
$44K ﹤0.01%
744
600
$44K ﹤0.01%
650
22 23
24
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