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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$27K ﹤0.01%
500
702
$27K ﹤0.01%
1,027
703
$27K ﹤0.01%
1,033
704
$26K ﹤0.01%
10,000
705
$26K ﹤0.01%
284
706
$26K ﹤0.01%
909
707
$26K ﹤0.01%
1,260
708
$26K ﹤0.01%
+6,030
709
$26K ﹤0.01%
1,323
710
$26K ﹤0.01%
420
-350
711
$25K ﹤0.01%
930
712
$25K ﹤0.01%
1,053
-149
713
$25K ﹤0.01%
166
714
$25K ﹤0.01%
477
715
$24K ﹤0.01%
50
716
$24K ﹤0.01%
1,111
717
$24K ﹤0.01%
973
718
$23K ﹤0.01%
+2,000
719
$23K ﹤0.01%
402
720
$23K ﹤0.01%
+115
721
$23K ﹤0.01%
700
722
$23K ﹤0.01%
+5,000
723
$23K ﹤0.01%
352
724
$23K ﹤0.01%
400
725
$22K ﹤0.01%
500
27 28
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