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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$31K ﹤0.01%
1,450
677
$31K ﹤0.01%
1,099
-57
678
$31K ﹤0.01%
1,149
679
$31K ﹤0.01%
1,647
680
$30K ﹤0.01%
500
681
$30K ﹤0.01%
995
+90
682
$30K ﹤0.01%
13,147
-120
683
$29K ﹤0.01%
+750
684
$29K ﹤0.01%
205
+19
685
$29K ﹤0.01%
444
686
$29K ﹤0.01%
2,090
687
$29K ﹤0.01%
30
688
$29K ﹤0.01%
133
689
$29K ﹤0.01%
440
-200
690
$28K ﹤0.01%
375
691
$28K ﹤0.01%
+332
692
$28K ﹤0.01%
818
693
$28K ﹤0.01%
4,865
694
$28K ﹤0.01%
306
695
$28K ﹤0.01%
501
696
$28K ﹤0.01%
1,920
697
$28K ﹤0.01%
843
698
$27K ﹤0.01%
12,074
-5,514
699
$27K ﹤0.01%
304
700
$27K ﹤0.01%
706
26 27
28
29 30