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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$37K ﹤0.01%
566
-1,163
652
$37K ﹤0.01%
2,000
653
$37K ﹤0.01%
153
654
$36K ﹤0.01%
70
655
$36K ﹤0.01%
738
656
$36K ﹤0.01%
716
657
$36K ﹤0.01%
3,050
658
$36K ﹤0.01%
366
659
$36K ﹤0.01%
565
660
$36K ﹤0.01%
600
661
$35K ﹤0.01%
315
662
$35K ﹤0.01%
1,187
663
$34K ﹤0.01%
1,800
664
$33K ﹤0.01%
608
665
$33K ﹤0.01%
+11,316
666
$33K ﹤0.01%
162
667
$33K ﹤0.01%
750
668
$32K ﹤0.01%
208
669
$32K ﹤0.01%
500
670
$32K ﹤0.01%
3,000
671
$31K ﹤0.01%
283
672
$31K ﹤0.01%
+13,000
673
$31K ﹤0.01%
800
674
$31K ﹤0.01%
1,234
675
$31K ﹤0.01%
1,000
25 26
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