WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$34K ﹤0.01%
943
602
$34K ﹤0.01%
954
-100
603
$34K ﹤0.01%
285
604
$34K ﹤0.01%
530
605
$34K ﹤0.01%
268
606
$33K ﹤0.01%
750
607
$33K ﹤0.01%
270
608
$33K ﹤0.01%
755
609
$33K ﹤0.01%
455
610
$33K ﹤0.01%
600
611
$33K ﹤0.01%
225
612
$33K ﹤0.01%
256
613
$33K ﹤0.01%
469
614
$33K ﹤0.01%
350
615
$33K ﹤0.01%
371
616
$32K ﹤0.01%
1,508
617
$32K ﹤0.01%
602
618
$32K ﹤0.01%
750
619
$32K ﹤0.01%
2,250
620
$32K ﹤0.01%
900
621
$31K ﹤0.01%
920
622
$31K ﹤0.01%
285
623
$31K ﹤0.01%
373
624
$31K ﹤0.01%
1,250
-200
625
$31K ﹤0.01%
720
23 24
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