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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$96K ﹤0.01%
2,100
577
$96K ﹤0.01%
980
578
$93K ﹤0.01%
2,960
579
$93K ﹤0.01%
4,166
580
$91K ﹤0.01%
+4,000
581
$91K ﹤0.01%
2,399
582
$90K ﹤0.01%
6,842
583
$89K ﹤0.01%
1,089
584
$89K ﹤0.01%
754
585
$88K ﹤0.01%
1,000
586
$87K ﹤0.01%
10,989
587
$87K ﹤0.01%
612
+59
588
$87K ﹤0.01%
800
589
$86K ﹤0.01%
414
+105
590
$86K ﹤0.01%
1,360
591
$85K ﹤0.01%
3,550
592
$84K ﹤0.01%
1,175
593
$84K ﹤0.01%
2,022
594
$83K ﹤0.01%
1,068
595
$83K ﹤0.01%
641
596
$83K ﹤0.01%
1,647
597
$83K ﹤0.01%
1,815
598
$82K ﹤0.01%
559
599
$81K ﹤0.01%
+3,000
600
$81K ﹤0.01%
1,142
22 23
24
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