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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$24K ﹤0.01%
30
702
$24K ﹤0.01%
1,920
703
$23K ﹤0.01%
284
704
$23K ﹤0.01%
640
-1,000
705
$23K ﹤0.01%
273
706
$23K ﹤0.01%
477
-370
707
$23K ﹤0.01%
994
-24
708
$22K ﹤0.01%
10,000
709
$22K ﹤0.01%
941
-568
710
$22K ﹤0.01%
370
711
$22K ﹤0.01%
1,035
712
$22K ﹤0.01%
973
713
$22K ﹤0.01%
750
714
$21K ﹤0.01%
1,560
-179
715
$21K ﹤0.01%
403
716
$21K ﹤0.01%
1,202
-150
717
$21K ﹤0.01%
125
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718
$21K ﹤0.01%
+400
719
$20K ﹤0.01%
167
720
$20K ﹤0.01%
417
721
$20K ﹤0.01%
520
722
$20K ﹤0.01%
102
723
$19K ﹤0.01%
487
-200
724
$19K ﹤0.01%
638
725
$19K ﹤0.01%
30
27 28
29
30 31