WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

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%
940
602
$46K ﹤0.01%
4,000
603
$46K ﹤0.01%
233
604
$46K ﹤0.01%
1,640
605
$46K ﹤0.01%
1,000
606
$46K ﹤0.01%
765
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%
2,169
612
$43K ﹤0.01%
2,354
-540
613
$43K ﹤0.01%
1,504
614
$43K ﹤0.01%
316
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
26 27