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
$2B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.66M
3
+$3.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
INTU icon
Intuit
INTU
+$2.16M

Top Sells

1
+$3.34M
2
+$2.54M
3
+$1.57M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.02M

Sector Composition

1 Technology 18.12%
2 Financials 9.3%
3 Healthcare 8.61%
4 Consumer Discretionary 8.6%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$41K ﹤0.01%
725
652
$41K ﹤0.01%
316
653
$41K ﹤0.01%
370
+250
654
$40K ﹤0.01%
716
655
$40K ﹤0.01%
306
656
$39K ﹤0.01%
706
657
$39K ﹤0.01%
500
658
$38K ﹤0.01%
+20
659
$38K ﹤0.01%
1,990
660
$38K ﹤0.01%
284
661
$38K ﹤0.01%
+2,000
662
$38K ﹤0.01%
998
-4,189
663
$38K ﹤0.01%
161
+46
664
$38K ﹤0.01%
1,647
665
$37K ﹤0.01%
315
666
$37K ﹤0.01%
738
667
$37K ﹤0.01%
1,234
668
$37K ﹤0.01%
1,015
+315
669
$37K ﹤0.01%
2,090
670
$37K ﹤0.01%
2,000
671
$37K ﹤0.01%
634
-1,174
672
$36K ﹤0.01%
11,766
-308
673
$36K ﹤0.01%
+400
674
$36K ﹤0.01%
380
+14
675
$36K ﹤0.01%
162
25 26
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