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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
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%
350
607
$33K ﹤0.01%
371
608
$33K ﹤0.01%
750
609
$33K ﹤0.01%
270
610
$33K ﹤0.01%
755
611
$33K ﹤0.01%
455
612
$33K ﹤0.01%
469
613
$33K ﹤0.01%
600
614
$33K ﹤0.01%
225
615
$33K ﹤0.01%
256
616
$32K ﹤0.01%
750
617
$32K ﹤0.01%
2,250
618
$32K ﹤0.01%
900
619
$32K ﹤0.01%
1,508
620
$32K ﹤0.01%
602
621
$31K ﹤0.01%
285
622
$31K ﹤0.01%
373
623
$31K ﹤0.01%
1,250
-200
624
$31K ﹤0.01%
720
625
$31K ﹤0.01%
452
23 24
25
26 27