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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$50K ﹤0.01%
1,000
602
$50K ﹤0.01%
500
603
$49K ﹤0.01%
1,045
604
$49K ﹤0.01%
503
605
$49K ﹤0.01%
2,361
606
$49K ﹤0.01%
500
607
$49K ﹤0.01%
316
608
$49K ﹤0.01%
4,166
609
$49K ﹤0.01%
2,302
-739
610
$48K ﹤0.01%
1,800
-2,000
611
$48K ﹤0.01%
3,440
612
$48K ﹤0.01%
1,200
613
$48K ﹤0.01%
1,225
614
$47K ﹤0.01%
563
615
$47K ﹤0.01%
1,322
616
$47K ﹤0.01%
1,175
617
$47K ﹤0.01%
650
618
$46K ﹤0.01%
455
619
$46K ﹤0.01%
2,500
620
$46K ﹤0.01%
1,208
621
$46K ﹤0.01%
1,688
622
$45K ﹤0.01%
245
623
$45K ﹤0.01%
1,027
624
$44K ﹤0.01%
3,148
625
$44K ﹤0.01%
246
23 24
25
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