WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
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
726
$18K ﹤0.01%
243
727
$18K ﹤0.01%
1,047
728
$18K ﹤0.01%
700
729
$18K ﹤0.01%
809
730
$18K ﹤0.01%
830
731
$18K ﹤0.01%
1,205
732
$17K ﹤0.01%
1,034
733
$17K ﹤0.01%
400
-230
734
$17K ﹤0.01%
741
735
$17K ﹤0.01%
665
736
$17K ﹤0.01%
760
737
$17K ﹤0.01%
211
738
$17K ﹤0.01%
392
739
$17K ﹤0.01%
2,945
740
$17K ﹤0.01%
320
741
$17K ﹤0.01%
750
742
$17K ﹤0.01%
340
743
$17K ﹤0.01%
225
744
$17K ﹤0.01%
686
745
$17K ﹤0.01%
316
746
$17K ﹤0.01%
681
-20
747
$17K ﹤0.01%
1,280
748
$17K ﹤0.01%
1,158
749
$16K ﹤0.01%
700
750
$16K ﹤0.01%
486
28 29
30
31 32