WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$56K ﹤0.01%
4,100
+500
652
$55K ﹤0.01%
648
653
$55K ﹤0.01%
3,856
654
$55K ﹤0.01%
1,250
655
$55K ﹤0.01%
1,262
656
$54K ﹤0.01%
1,106
657
$54K ﹤0.01%
245
658
$54K ﹤0.01%
280
659
$54K ﹤0.01%
500
660
$54K ﹤0.01%
15,940
661
$53K ﹤0.01%
645
662
$53K ﹤0.01%
2,488
663
$53K ﹤0.01%
306
664
$53K ﹤0.01%
1,144
665
$53K ﹤0.01%
2,500
666
$52K ﹤0.01%
1,647
667
$52K ﹤0.01%
348
+61
668
$52K ﹤0.01%
95
669
$52K ﹤0.01%
898
670
$50K ﹤0.01%
768
671
$50K ﹤0.01%
2,000
672
$49K ﹤0.01%
+324
673
$49K ﹤0.01%
455
674
$49K ﹤0.01%
262
+97
675
$49K ﹤0.01%
415
25 26
27
28 29