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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$47K ﹤0.01%
1,900
-90
652
$46K ﹤0.01%
500
653
$46K ﹤0.01%
222
+10
654
$46K ﹤0.01%
95
655
$46K ﹤0.01%
500
656
$46K ﹤0.01%
306
657
$46K ﹤0.01%
1,463
-193
658
$45K ﹤0.01%
500
659
$45K ﹤0.01%
2,090
660
$45K ﹤0.01%
744
661
$44K ﹤0.01%
1,015
662
$43K ﹤0.01%
5,000
663
$43K ﹤0.01%
1,647
664
$43K ﹤0.01%
455
665
$43K ﹤0.01%
716
666
$41K ﹤0.01%
2,000
667
$41K ﹤0.01%
153
668
$40K ﹤0.01%
70
669
$40K ﹤0.01%
1,450
670
$40K ﹤0.01%
450
+70
671
$40K ﹤0.01%
898
+43
672
$40K ﹤0.01%
440
673
$40K ﹤0.01%
973
674
$39K ﹤0.01%
236
675
$39K ﹤0.01%
470
25 26
27
28 29