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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$43K ﹤0.01%
1,045
602
$43K ﹤0.01%
1,688
603
$42K ﹤0.01%
716
+571
604
$42K ﹤0.01%
246
605
$42K ﹤0.01%
1,000
606
$42K ﹤0.01%
5,000
607
$41K ﹤0.01%
1,175
608
$41K ﹤0.01%
1,272
609
$41K ﹤0.01%
500
610
$40K ﹤0.01%
2,050
611
$40K ﹤0.01%
415
612
$40K ﹤0.01%
1,000
-170
613
$40K ﹤0.01%
1,208
-118
614
$40K ﹤0.01%
1,168
-3
615
$40K ﹤0.01%
500
616
$40K ﹤0.01%
1,162
617
$40K ﹤0.01%
1,187
-303
618
$39K ﹤0.01%
245
619
$39K ﹤0.01%
500
620
$39K ﹤0.01%
153
621
$38K ﹤0.01%
540
622
$38K ﹤0.01%
800
623
$38K ﹤0.01%
687
624
$38K ﹤0.01%
1,000
625
$38K ﹤0.01%
895
23 24
25
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