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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.87M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
CVX icon
Chevron
CVX
+$1.27M

Top Sells

1
+$2.04M
2
+$942K
3
+$699K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$687K
5
PM icon
Philip Morris
PM
+$621K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$21K ﹤0.01%
734
652
$21K ﹤0.01%
1,275
653
$21K ﹤0.01%
1,200
654
$21K ﹤0.01%
1,000
655
$21K ﹤0.01%
613
656
$21K ﹤0.01%
888
657
$21K ﹤0.01%
316
658
$21K ﹤0.01%
350
659
$20K ﹤0.01%
1,286
-109
660
$20K ﹤0.01%
766
661
$20K ﹤0.01%
1,047
662
$20K ﹤0.01%
500
663
$20K ﹤0.01%
750
664
$20K ﹤0.01%
125
665
$20K ﹤0.01%
2,000
666
$20K ﹤0.01%
1,000
667
$20K ﹤0.01%
645
668
$20K ﹤0.01%
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669
$20K ﹤0.01%
554
670
$20K ﹤0.01%
527
671
$20K ﹤0.01%
448
672
$20K ﹤0.01%
400
673
$20K ﹤0.01%
572
674
$20K ﹤0.01%
+810
675
$20K ﹤0.01%
424
25 26
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