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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$34K ﹤0.01%
+500
702
$34K ﹤0.01%
315
703
$34K ﹤0.01%
918
704
$34K ﹤0.01%
444
705
$34K ﹤0.01%
565
706
$33K ﹤0.01%
125
707
$33K ﹤0.01%
500
708
$33K ﹤0.01%
3,000
709
$33K ﹤0.01%
2,000
710
$33K ﹤0.01%
20
711
$33K ﹤0.01%
273
712
$33K ﹤0.01%
1,115
-34
713
$32K ﹤0.01%
283
714
$32K ﹤0.01%
800
715
$32K ﹤0.01%
909
716
$32K ﹤0.01%
1,260
717
$32K ﹤0.01%
1,111
718
$32K ﹤0.01%
119
-14
719
$31K ﹤0.01%
1,920
720
$31K ﹤0.01%
140
721
$31K ﹤0.01%
400
722
$31K ﹤0.01%
1,323
723
$30K ﹤0.01%
10,000
724
$30K ﹤0.01%
166
725
$30K ﹤0.01%
+457
27 28
29
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