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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$27K ﹤0.01%
706
677
$27K ﹤0.01%
850
678
$27K ﹤0.01%
2,805
679
$27K ﹤0.01%
1,156
-366
680
$27K ﹤0.01%
500
681
$27K ﹤0.01%
1,027
682
$27K ﹤0.01%
1,033
683
$27K ﹤0.01%
1,041
684
$26K ﹤0.01%
402
685
$26K ﹤0.01%
930
686
$26K ﹤0.01%
306
-7
687
$26K ﹤0.01%
303
688
$25K ﹤0.01%
500
689
$25K ﹤0.01%
283
690
$25K ﹤0.01%
2,207
-246
691
$25K ﹤0.01%
800
692
$25K ﹤0.01%
180
693
$25K ﹤0.01%
983
-1,975
694
$25K ﹤0.01%
1,081
695
$25K ﹤0.01%
50
696
$25K ﹤0.01%
440
697
$25K ﹤0.01%
1,323
-264
698
$24K ﹤0.01%
375
699
$24K ﹤0.01%
800
700
$24K ﹤0.01%
166
-67
26 27
28
29 30