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
$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

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%
830
730
$18K ﹤0.01%
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731
$18K ﹤0.01%
809
732
$17K ﹤0.01%
1,280
733
$17K ﹤0.01%
686
734
$17K ﹤0.01%
1,158
735
$17K ﹤0.01%
1,034
736
$17K ﹤0.01%
400
-230
737
$17K ﹤0.01%
741
738
$17K ﹤0.01%
665
739
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
2,945
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$17K ﹤0.01%
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$17K ﹤0.01%
750
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$17K ﹤0.01%
340
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$17K ﹤0.01%
225
749
$16K ﹤0.01%
700
750
$16K ﹤0.01%
486