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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$55K ﹤0.01%
1,200
627
$54K ﹤0.01%
1,035
628
$54K ﹤0.01%
687
629
$54K ﹤0.01%
1,100
630
$53K ﹤0.01%
1,193
-656
631
$53K ﹤0.01%
2,488
632
$53K ﹤0.01%
1,973
-2,505
633
$53K ﹤0.01%
600
634
$51K ﹤0.01%
418
+48
635
$51K ﹤0.01%
+1,285
636
$51K ﹤0.01%
1,000
637
$51K ﹤0.01%
+1,060
638
$51K ﹤0.01%
706
639
$51K ﹤0.01%
2,050
640
$50K ﹤0.01%
2,361
641
$50K ﹤0.01%
246
642
$50K ﹤0.01%
1,000
643
$49K ﹤0.01%
284
644
$49K ﹤0.01%
1,700
+1,200
645
$49K ﹤0.01%
1,000
646
$49K ﹤0.01%
1,250
-100
647
$49K ﹤0.01%
5,000
648
$48K ﹤0.01%
1,000
-43
649
$48K ﹤0.01%
750
650
$47K ﹤0.01%
561
-144
24 25
26
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