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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$25K ﹤0.01%
304
702
$25K ﹤0.01%
884
703
$25K ﹤0.01%
477
-72
704
$24K ﹤0.01%
722
-4
705
$24K ﹤0.01%
973
706
$24K ﹤0.01%
1,287
-151
707
$24K ﹤0.01%
788
-500
708
$24K ﹤0.01%
600
709
$23K ﹤0.01%
1,000
710
$23K ﹤0.01%
500
711
$23K ﹤0.01%
308
712
$23K ﹤0.01%
928
-1,524
713
$23K ﹤0.01%
135
714
$23K ﹤0.01%
2,200
715
$23K ﹤0.01%
1,332
716
$22K ﹤0.01%
70
717
$22K ﹤0.01%
412
-2
718
$22K ﹤0.01%
990
719
$22K ﹤0.01%
800
720
$22K ﹤0.01%
198
721
$22K ﹤0.01%
1,086
722
$22K ﹤0.01%
441
723
$22K ﹤0.01%
2,200
724
$22K ﹤0.01%
528
725
$22K ﹤0.01%
1,000
27 28
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