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
$1.03B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.53M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$792K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$760K

Top Sells

1
+$689K
2
+$621K
3
+$488K
4
C icon
Citigroup
C
+$471K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$425K

Sector Composition

1 Healthcare 11.86%
2 Technology 11.79%
3 Financials 11.23%
4 Industrials 8.21%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$27K ﹤0.01%
1,469
652
$26K ﹤0.01%
997
653
$26K ﹤0.01%
2,090
654
$26K ﹤0.01%
875
655
$26K ﹤0.01%
+932
656
$25K ﹤0.01%
585
657
$25K ﹤0.01%
477
-2,023
658
$25K ﹤0.01%
304
659
$25K ﹤0.01%
1,000
660
$25K ﹤0.01%
1,090
-1,662
661
$25K ﹤0.01%
+1,855
662
$25K ﹤0.01%
2,000
663
$25K ﹤0.01%
350
664
$25K ﹤0.01%
1,151
665
$24K ﹤0.01%
393
666
$24K ﹤0.01%
900
667
$24K ﹤0.01%
392
668
$24K ﹤0.01%
1,475
669
$24K ﹤0.01%
226
-250
670
$23K ﹤0.01%
400
671
$23K ﹤0.01%
1,000
672
$23K ﹤0.01%
180
673
$23K ﹤0.01%
+180
674
$23K ﹤0.01%
+676
675
$23K ﹤0.01%
333
+180
25 26
27
28 29