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
626
$44K ﹤0.01%
2,735
627
$44K ﹤0.01%
2,488
628
$44K ﹤0.01%
1,335
629
$44K ﹤0.01%
5,000
630
$44K ﹤0.01%
183
631
$43K ﹤0.01%
535
+230
632
$43K ﹤0.01%
1,142
633
$43K ﹤0.01%
1,162
634
$43K ﹤0.01%
675
635
$42K ﹤0.01%
687
636
$42K ﹤0.01%
1,000
637
$41K ﹤0.01%
1,000
638
$40K ﹤0.01%
1,035
-136
639
$40K ﹤0.01%
470
-70
640
$40K ﹤0.01%
2,050
641
$40K ﹤0.01%
500
642
$40K ﹤0.01%
950
+430
643
$40K ﹤0.01%
725
644
$40K ﹤0.01%
744
645
$39K ﹤0.01%
415
646
$39K ﹤0.01%
575
647
$39K ﹤0.01%
1,000
648
$38K ﹤0.01%
1,100
649
$37K ﹤0.01%
400
650
$37K ﹤0.01%
2,076
-77
24 25
26
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