WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$22K ﹤0.01%
1,457
-486
727
$22K ﹤0.01%
133
728
$21K ﹤0.01%
375
729
$21K ﹤0.01%
458
730
$21K ﹤0.01%
676
731
$21K ﹤0.01%
500
732
$21K ﹤0.01%
312
733
$21K ﹤0.01%
889
-28
734
$20K ﹤0.01%
177
735
$20K ﹤0.01%
283
736
$20K ﹤0.01%
167
737
$20K ﹤0.01%
1,000
738
$20K ﹤0.01%
400
739
$20K ﹤0.01%
543
+192
740
$20K ﹤0.01%
855
741
$20K ﹤0.01%
350
742
$20K ﹤0.01%
114
743
$20K ﹤0.01%
228
744
$20K ﹤0.01%
319
745
$20K ﹤0.01%
400
746
$20K ﹤0.01%
760
747
$20K ﹤0.01%
365
748
$19K ﹤0.01%
445
749
$19K ﹤0.01%
741
750
$19K ﹤0.01%
840
28 29
30
31 32