WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.66M
3
+$3.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
INTU icon
Intuit
INTU
+$2.16M

Top Sells

1
+$3.34M
2
+$2.54M
3
+$1.57M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.02M

Sector Composition

1 Technology 18.12%
2 Financials 9.3%
3 Healthcare 8.61%
4 Consumer Discretionary 8.6%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$49K ﹤0.01%
2,050
627
$49K ﹤0.01%
1,350
628
$49K ﹤0.01%
5,000
629
$49K ﹤0.01%
2,361
630
$49K ﹤0.01%
1,000
631
$48K ﹤0.01%
1,000
632
$47K ﹤0.01%
95
+60
633
$47K ﹤0.01%
744
634
$47K ﹤0.01%
600
635
$45K ﹤0.01%
575
636
$45K ﹤0.01%
2,870
+2,000
637
$45K ﹤0.01%
1,170
+905
638
$45K ﹤0.01%
440
639
$45K ﹤0.01%
1,100
640
$44K ﹤0.01%
750
641
$43K ﹤0.01%
455
642
$43K ﹤0.01%
470
643
$43K ﹤0.01%
500
644
$43K ﹤0.01%
1,656
-420
645
$43K ﹤0.01%
1,450
646
$42K ﹤0.01%
500
647
$42K ﹤0.01%
1,043
-10
648
$42K ﹤0.01%
153
649
$41K ﹤0.01%
750
650
$41K ﹤0.01%
70
24 25
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