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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$46K ﹤0.01%
2,050
602
$46K ﹤0.01%
940
603
$46K ﹤0.01%
4,000
604
$46K ﹤0.01%
233
605
$46K ﹤0.01%
1,640
606
$46K ﹤0.01%
1,000
607
$45K ﹤0.01%
1,821
608
$45K ﹤0.01%
1,599
+12
609
$44K ﹤0.01%
500
610
$43K ﹤0.01%
705
611
$43K ﹤0.01%
2,354
-540
612
$43K ﹤0.01%
1,504
613
$43K ﹤0.01%
316
614
$43K ﹤0.01%
2,169
615
$42K ﹤0.01%
600
616
$42K ﹤0.01%
1,000
617
$42K ﹤0.01%
245
618
$42K ﹤0.01%
744
619
$41K ﹤0.01%
2,623
620
$41K ﹤0.01%
675
621
$41K ﹤0.01%
1,111
622
$41K ﹤0.01%
2,067
623
$41K ﹤0.01%
2,096
624
$41K ﹤0.01%
1,079
625
$40K ﹤0.01%
308
23 24
25
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