WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.66%
90,786
+1,602
52
$5.82M 0.65%
236,174
+5,392
53
$5.8M 0.64%
74,320
+755
54
$5.79M 0.64%
40,097
+1,322
55
$5.36M 0.59%
194,849
-7,559
56
$5.01M 0.55%
72,207
-2,357
57
$4.95M 0.55%
104,544
+2,608
58
$4.9M 0.54%
62,659
+2,536
59
$4.85M 0.54%
49,060
+40,500
60
$4.83M 0.54%
54,668
+1,215
61
$4.81M 0.53%
41,479
62
$4.8M 0.53%
82,077
-923
63
$4.77M 0.53%
57,192
-34
64
$4.74M 0.53%
45,972
-165
65
$4.53M 0.5%
85,798
-27,450
66
$4.5M 0.5%
66,288
+1,296
67
$4.48M 0.5%
59,481
+1,234
68
$4.33M 0.48%
58,764
+365
69
$4.2M 0.47%
36,461
-200
70
$3.96M 0.44%
34,870
+136
71
$3.93M 0.44%
39,518
+1,318
72
$3.84M 0.43%
47,713
-1,634
73
$3.37M 0.37%
70,660
-1,050
74
$3.22M 0.36%
62,576
+3,919
75
$3.18M 0.35%
71,145
+1,234
1 2
3
4 5