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

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
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%
560
652
$27K ﹤0.01%
1,526
653
$27K ﹤0.01%
980
654
$27K ﹤0.01%
284
655
$27K ﹤0.01%
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656
$27K ﹤0.01%
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657
$27K ﹤0.01%
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658
$27K ﹤0.01%
1,500
659
$27K ﹤0.01%
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660
$26K ﹤0.01%
242
661
$26K ﹤0.01%
237
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662
$26K ﹤0.01%
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663
$26K ﹤0.01%
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664
$26K ﹤0.01%
252
665
$26K ﹤0.01%
342
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$25K ﹤0.01%
479
667
$25K ﹤0.01%
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$25K ﹤0.01%
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$25K ﹤0.01%
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670
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671
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672
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1,000
673
$25K ﹤0.01%
734
674
$24K ﹤0.01%
585
-200
675
$24K ﹤0.01%
1,484
-84
25 26
27
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