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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$18K ﹤0.01%
661
-30
727
$18K ﹤0.01%
652
-133
728
$18K ﹤0.01%
918
+34
729
$18K ﹤0.01%
700
730
$18K ﹤0.01%
153
-45
731
$18K ﹤0.01%
676
732
$18K ﹤0.01%
352
-506
733
$17K ﹤0.01%
146
734
$17K ﹤0.01%
990
735
$17K ﹤0.01%
1,437
-779
736
$17K ﹤0.01%
760
737
$17K ﹤0.01%
1,086
738
$17K ﹤0.01%
600
739
$17K ﹤0.01%
320
740
$16K ﹤0.01%
2,090
-10,616
741
$16K ﹤0.01%
543
742
$16K ﹤0.01%
585
743
$16K ﹤0.01%
3,949
-1,243
744
$16K ﹤0.01%
1,265
745
$16K ﹤0.01%
94
746
$16K ﹤0.01%
2,000
747
$16K ﹤0.01%
387
748
$15K ﹤0.01%
150
749
$15K ﹤0.01%
1,130
-200
750
$15K ﹤0.01%
400
28 29
30
31 32