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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$42K ﹤0.01%
5,000
702
$41K ﹤0.01%
872
703
$41K ﹤0.01%
172
+47
704
$41K ﹤0.01%
30
705
$40K ﹤0.01%
443
706
$40K ﹤0.01%
1,045
707
$40K ﹤0.01%
385
708
$40K ﹤0.01%
918
709
$39K ﹤0.01%
70
710
$39K ﹤0.01%
1,060
711
$39K ﹤0.01%
+1,136
712
$39K ﹤0.01%
980
713
$39K ﹤0.01%
571
714
$39K ﹤0.01%
928
-40
715
$39K ﹤0.01%
490
716
$38K ﹤0.01%
342
+74
717
$38K ﹤0.01%
296
+136
718
$38K ﹤0.01%
1,303
719
$38K ﹤0.01%
180
720
$38K ﹤0.01%
725
721
$38K ﹤0.01%
55
+25
722
$38K ﹤0.01%
156
+3
723
$37K ﹤0.01%
1,015
724
$36K ﹤0.01%
500
725
$36K ﹤0.01%
260
27 28
29
30 31