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

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
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%
720
627
$31K ﹤0.01%
452
628
$31K ﹤0.01%
997
629
$31K ﹤0.01%
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630
$31K ﹤0.01%
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631
$31K ﹤0.01%
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632
$31K ﹤0.01%
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633
$30K ﹤0.01%
757
634
$30K ﹤0.01%
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635
$30K ﹤0.01%
3,000
636
$30K ﹤0.01%
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637
$30K ﹤0.01%
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638
$30K ﹤0.01%
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639
$29K ﹤0.01%
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$29K ﹤0.01%
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641
$29K ﹤0.01%
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$28K ﹤0.01%
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$28K ﹤0.01%
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648
$28K ﹤0.01%
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649
$28K ﹤0.01%
744
650
$28K ﹤0.01%
610
24 25
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