WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$80K ﹤0.01%
2,170
602
$80K ﹤0.01%
4,782
+300
603
$79K ﹤0.01%
2,966
604
$78K ﹤0.01%
1,608
605
$78K ﹤0.01%
2,042
+232
606
$77K ﹤0.01%
2,359
+3
607
$77K ﹤0.01%
255
608
$77K ﹤0.01%
1,335
609
$77K ﹤0.01%
761
-71
610
$76K ﹤0.01%
1,600
611
$75K ﹤0.01%
500
612
$75K ﹤0.01%
1,390
-330
613
$74K ﹤0.01%
290
614
$73K ﹤0.01%
3,877
615
$73K ﹤0.01%
1,888
616
$73K ﹤0.01%
1,280
617
$72K ﹤0.01%
1,152
+60
618
$72K ﹤0.01%
1,499
+73
619
$69K ﹤0.01%
+1,200
620
$69K ﹤0.01%
469
621
$68K ﹤0.01%
3,050
622
$67K ﹤0.01%
616
-4
623
$67K ﹤0.01%
800
624
$67K ﹤0.01%
1,322
625
$67K ﹤0.01%
3,575
23 24
25
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