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

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
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
651
$28K ﹤0.01%
610
652
$27K ﹤0.01%
284
653
$27K ﹤0.01%
500
654
$27K ﹤0.01%
1,526
655
$27K ﹤0.01%
980
656
$27K ﹤0.01%
1,000
657
$27K ﹤0.01%
248
658
$27K ﹤0.01%
1,500
659
$27K ﹤0.01%
1,850
660
$26K ﹤0.01%
1,546
661
$26K ﹤0.01%
472
662
$26K ﹤0.01%
252
663
$26K ﹤0.01%
342
664
$26K ﹤0.01%
242
665
$26K ﹤0.01%
237
+12
666
$25K ﹤0.01%
700
667
$25K ﹤0.01%
2,392
668
$25K ﹤0.01%
494
-570
669
$25K ﹤0.01%
2,000
670
$25K ﹤0.01%
1,020
671
$25K ﹤0.01%
1,000
672
$25K ﹤0.01%
734
673
$25K ﹤0.01%
479
674
$24K ﹤0.01%
585
-200
675
$24K ﹤0.01%
1,484
-84
25 26
27
28 29