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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$60K ﹤0.01%
600
577
$59K ﹤0.01%
425
-200
578
$59K ﹤0.01%
1,201
-753
579
$58K ﹤0.01%
387
580
$58K ﹤0.01%
3,499
581
$58K ﹤0.01%
+100
582
$58K ﹤0.01%
2,140
-921
583
$57K ﹤0.01%
503
584
$57K ﹤0.01%
1,280
585
$57K ﹤0.01%
2,782
586
$57K ﹤0.01%
900
587
$55K ﹤0.01%
980
588
$55K ﹤0.01%
1,545
+695
589
$55K ﹤0.01%
2,000
590
$55K ﹤0.01%
1,180
-805
591
$55K ﹤0.01%
768
592
$53K ﹤0.01%
399
+144
593
$53K ﹤0.01%
1,423
+255
594
$53K ﹤0.01%
1,660
-33
595
$52K ﹤0.01%
1,486
596
$52K ﹤0.01%
1,523
597
$52K ﹤0.01%
1,647
598
$51K ﹤0.01%
4,300
599
$50K ﹤0.01%
1,267
-5
600
$50K ﹤0.01%
1,200
+1,000
22 23
24
25 26