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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$24K ﹤0.01%
500
-4,000
677
$24K ﹤0.01%
284
678
$24K ﹤0.01%
717
679
$24K ﹤0.01%
1,000
680
$24K ﹤0.01%
424
681
$23K ﹤0.01%
1,400
682
$23K ﹤0.01%
187
-50
683
$23K ﹤0.01%
+400
684
$23K ﹤0.01%
225
-280
685
$22K ﹤0.01%
1,000
686
$22K ﹤0.01%
462
687
$22K ﹤0.01%
5
688
$22K ﹤0.01%
548
689
$22K ﹤0.01%
247
690
$22K ﹤0.01%
858
691
$22K ﹤0.01%
198
692
$22K ﹤0.01%
697
693
$22K ﹤0.01%
204
694
$21K ﹤0.01%
211
695
$21K ﹤0.01%
1,729
696
$21K ﹤0.01%
275
697
$21K ﹤0.01%
570
698
$21K ﹤0.01%
735
699
$21K ﹤0.01%
1,965
700
$21K ﹤0.01%
225
-175
26 27
28
29 30