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

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

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%
918
+34
727
$18K ﹤0.01%
700
728
$18K ﹤0.01%
153
-45
729
$18K ﹤0.01%
661
-30
730
$18K ﹤0.01%
652
-133
731
$18K ﹤0.01%
676
732
$18K ﹤0.01%
352
-506
733
$17K ﹤0.01%
990
734
$17K ﹤0.01%
1,437
-779
735
$17K ﹤0.01%
760
736
$17K ﹤0.01%
320
737
$17K ﹤0.01%
146
738
$17K ﹤0.01%
1,086
739
$17K ﹤0.01%
600
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