WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
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
701
$21K ﹤0.01%
624
702
$20K ﹤0.01%
835
-700
703
$20K ﹤0.01%
1,650
704
$20K ﹤0.01%
740
705
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211
-10,823
706
$20K ﹤0.01%
2,200
-250
707
$20K ﹤0.01%
393
708
$20K ﹤0.01%
2,090
709
$20K ﹤0.01%
415
710
$20K ﹤0.01%
265
711
$20K ﹤0.01%
600
712
$20K ﹤0.01%
510
713
$20K ﹤0.01%
+393
714
$19K ﹤0.01%
230
715
$19K ﹤0.01%
510
716
$19K ﹤0.01%
675
717
$19K ﹤0.01%
500
718
$19K ﹤0.01%
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719
$19K ﹤0.01%
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$19K ﹤0.01%
260
721
$19K ﹤0.01%
324
722
$19K ﹤0.01%
1,148
723
$19K ﹤0.01%
295
724
$18K ﹤0.01%
943
725
$18K ﹤0.01%
500
27 28
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