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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$31K ﹤0.01%
452
627
$31K ﹤0.01%
997
628
$31K ﹤0.01%
1,435
629
$31K ﹤0.01%
878
630
$31K ﹤0.01%
449
631
$31K ﹤0.01%
660
632
$31K ﹤0.01%
448
633
$30K ﹤0.01%
1,000
634
$30K ﹤0.01%
757
635
$30K ﹤0.01%
457
636
$30K ﹤0.01%
3,000
637
$30K ﹤0.01%
613
638
$30K ﹤0.01%
450
639
$29K ﹤0.01%
1,800
640
$29K ﹤0.01%
2,015
641
$29K ﹤0.01%
2,000
642
$29K ﹤0.01%
913
643
$29K ﹤0.01%
475
644
$28K ﹤0.01%
500
645
$28K ﹤0.01%
688
646
$28K ﹤0.01%
1,149
647
$28K ﹤0.01%
1,056
648
$28K ﹤0.01%
744
649
$28K ﹤0.01%
560
650
$28K ﹤0.01%
730
24 25
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27 28