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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$75K ﹤0.01%
1,027
577
$75K ﹤0.01%
2,500
578
$75K ﹤0.01%
574
579
$74K ﹤0.01%
4,595
-85
580
$74K ﹤0.01%
+1,000
581
$73K ﹤0.01%
2,050
+1,050
582
$73K ﹤0.01%
982
583
$73K ﹤0.01%
586
+52
584
$72K ﹤0.01%
2,735
585
$72K ﹤0.01%
1,180
586
$71K ﹤0.01%
2,329
587
$71K ﹤0.01%
387
588
$71K ﹤0.01%
1,280
589
$71K ﹤0.01%
4,482
-2,250
590
$71K ﹤0.01%
2,782
591
$70K ﹤0.01%
768
592
$70K ﹤0.01%
652
593
$68K ﹤0.01%
450
594
$67K ﹤0.01%
566
595
$66K ﹤0.01%
593
596
$65K ﹤0.01%
1,001
+21
597
$65K ﹤0.01%
1,322
598
$65K ﹤0.01%
1,087
599
$65K ﹤0.01%
4,225
+1,355
600
$65K ﹤0.01%
1,142
22 23
24
25 26