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
676
$49K ﹤0.01%
3,275
677
$49K ﹤0.01%
744
678
$49K ﹤0.01%
349
-151
679
$48K ﹤0.01%
10,000
680
$48K ﹤0.01%
2,236
+2,000
681
$48K ﹤0.01%
2,240
+365
682
$48K ﹤0.01%
5,000
683
$47K ﹤0.01%
1,172
684
$46K ﹤0.01%
2,869
685
$45K ﹤0.01%
586
686
$45K ﹤0.01%
224
687
$45K ﹤0.01%
197
+95
688
$44K ﹤0.01%
373
+100
689
$44K ﹤0.01%
663
690
$44K ﹤0.01%
1,700
691
$44K ﹤0.01%
86
692
$43K ﹤0.01%
+466
693
$42K ﹤0.01%
1,000
694
$42K ﹤0.01%
909
695
$42K ﹤0.01%
5,000
696
$42K ﹤0.01%
638
697
$42K ﹤0.01%
+600
698
$42K ﹤0.01%
1,111
699
$42K ﹤0.01%
3,218
-182
700
$42K ﹤0.01%
+3,217
26 27
28
29 30