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
676
$39K ﹤0.01%
800
677
$39K ﹤0.01%
316
678
$39K ﹤0.01%
705
679
$39K ﹤0.01%
420
680
$38K ﹤0.01%
1,000
-968
681
$38K ﹤0.01%
800
682
$38K ﹤0.01%
1,234
683
$38K ﹤0.01%
180
684
$37K ﹤0.01%
201
685
$37K ﹤0.01%
738
686
$37K ﹤0.01%
10,000
687
$37K ﹤0.01%
725
688
$37K ﹤0.01%
480
+305
689
$37K ﹤0.01%
162
690
$36K ﹤0.01%
245
+155
691
$36K ﹤0.01%
167
692
$36K ﹤0.01%
+1,395
693
$36K ﹤0.01%
1,500
694
$36K ﹤0.01%
+700
695
$35K ﹤0.01%
400
696
$35K ﹤0.01%
2,500
697
$35K ﹤0.01%
596
+446
698
$35K ﹤0.01%
30
699
$35K ﹤0.01%
2,148
-3,951
700
$34K ﹤0.01%
400
26 27
28
29 30