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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$32K ﹤0.01%
1,183
-168
652
$32K ﹤0.01%
186
+105
653
$32K ﹤0.01%
1,647
654
$32K ﹤0.01%
1,800
655
$31K ﹤0.01%
400
656
$31K ﹤0.01%
1,450
657
$31K ﹤0.01%
3,000
658
$31K ﹤0.01%
162
+117
659
$30K ﹤0.01%
208
660
$30K ﹤0.01%
608
-68
661
$30K ﹤0.01%
1,000
662
$30K ﹤0.01%
500
663
$29K ﹤0.01%
500
664
$29K ﹤0.01%
843
-3
665
$28K ﹤0.01%
305
-3
666
$28K ﹤0.01%
620
667
$28K ﹤0.01%
818
-737
668
$28K ﹤0.01%
1,260
669
$28K ﹤0.01%
444
670
$28K ﹤0.01%
2,090
671
$28K ﹤0.01%
501
672
$28K ﹤0.01%
1,111
673
$28K ﹤0.01%
133
674
$28K ﹤0.01%
1,624
-6,147
675
$27K ﹤0.01%
304
25 26
27
28 29