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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$35K ﹤0.01%
1,147
+31
652
$35K ﹤0.01%
187
653
$34K ﹤0.01%
400
-3
654
$34K ﹤0.01%
1,000
655
$34K ﹤0.01%
1,260
656
$34K ﹤0.01%
875
657
$33K ﹤0.01%
415
658
$33K ﹤0.01%
500
659
$33K ﹤0.01%
382
660
$33K ﹤0.01%
445
661
$33K ﹤0.01%
700
662
$32K ﹤0.01%
208
-121
663
$32K ﹤0.01%
1,647
664
$31K ﹤0.01%
800
665
$31K ﹤0.01%
3,000
666
$31K ﹤0.01%
725
667
$31K ﹤0.01%
250
668
$31K ﹤0.01%
1,899
+223
669
$30K ﹤0.01%
142
670
$30K ﹤0.01%
540
671
$30K ﹤0.01%
393
672
$30K ﹤0.01%
248
673
$30K ﹤0.01%
165
674
$29K ﹤0.01%
400
675
$29K ﹤0.01%
35
25 26
27
28 29