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

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

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%
70
652
$32K ﹤0.01%
255
-49
653
$32K ﹤0.01%
1,234
-168
654
$32K ﹤0.01%
1,183
-168
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%
608
-68
660
$30K ﹤0.01%
1,000
661
$30K ﹤0.01%
500
662
$30K ﹤0.01%
208
663
$29K ﹤0.01%
500
664
$29K ﹤0.01%
843
-3
665
$28K ﹤0.01%
818
-737
666
$28K ﹤0.01%
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667
$28K ﹤0.01%
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$28K ﹤0.01%
2,090
669
$28K ﹤0.01%
305
-3
670
$28K ﹤0.01%
620
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
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