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
$881M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$933K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$840K

Top Sells

1
+$2.52M
2
+$2.23M
3
+$1.43M
4
AWK icon
American Water Works
AWK
+$1.12M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.06M

Sector Composition

1 Healthcare 12.42%
2 Technology 11.17%
3 Financials 10.12%
4 Industrials 7.79%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$25K ﹤0.01%
480
652
$25K ﹤0.01%
285
-40
653
$25K ﹤0.01%
2,096
+891
654
$25K ﹤0.01%
448
655
$24K ﹤0.01%
267
+24
656
$24K ﹤0.01%
109
657
$24K ﹤0.01%
25
658
$24K ﹤0.01%
352
+32
659
$23K ﹤0.01%
1,400
660
$23K ﹤0.01%
496
-106
661
$23K ﹤0.01%
350
662
$23K ﹤0.01%
1,152
663
$22K ﹤0.01%
828
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664
$22K ﹤0.01%
1,000
665
$22K ﹤0.01%
180
666
$22K ﹤0.01%
198
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$22K ﹤0.01%
440
668
$22K ﹤0.01%
297
669
$22K ﹤0.01%
852
670
$21K ﹤0.01%
162
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671
$21K ﹤0.01%
400
672
$21K ﹤0.01%
393
673
$21K ﹤0.01%
2,090
674
$21K ﹤0.01%
735
+55
675
$21K ﹤0.01%
356
+32
25 26
27
28 29