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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$64K ﹤0.01%
503
602
$63K ﹤0.01%
500
603
$62K ﹤0.01%
1,208
604
$62K ﹤0.01%
900
605
$61K ﹤0.01%
3,499
606
$61K ﹤0.01%
285
607
$61K ﹤0.01%
325
+125
608
$61K ﹤0.01%
3,050
609
$60K ﹤0.01%
595
610
$60K ﹤0.01%
1,012
611
$59K ﹤0.01%
503
612
$59K ﹤0.01%
280
613
$59K ﹤0.01%
1,335
614
$59K ﹤0.01%
500
615
$59K ﹤0.01%
1,998
-7,250
616
$58K ﹤0.01%
1,250
+500
617
$58K ﹤0.01%
234
+73
618
$58K ﹤0.01%
1,175
619
$57K ﹤0.01%
1,000
620
$57K ﹤0.01%
1,688
621
$57K ﹤0.01%
1,805
-114
622
$56K ﹤0.01%
646
+69
623
$56K ﹤0.01%
1,426
624
$55K ﹤0.01%
1,045
625
$55K ﹤0.01%
415
23 24
25
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