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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$22K ﹤0.01%
800
727
$22K ﹤0.01%
180
728
$22K ﹤0.01%
370
729
$22K ﹤0.01%
125
730
$22K ﹤0.01%
273
731
$21K ﹤0.01%
167
732
$21K ﹤0.01%
2,193
-14
733
$21K ﹤0.01%
2,500
734
$21K ﹤0.01%
1,332
735
$21K ﹤0.01%
620
736
$20K ﹤0.01%
487
737
$20K ﹤0.01%
918
738
$20K ﹤0.01%
417
739
$20K ﹤0.01%
500
-300
740
$20K ﹤0.01%
440
741
$19K ﹤0.01%
403
742
$19K ﹤0.01%
990
743
$19K ﹤0.01%
1,437
744
$19K ﹤0.01%
1,086
745
$19K ﹤0.01%
585
746
$19K ﹤0.01%
956
-38
747
$18K ﹤0.01%
2,090
748
$18K ﹤0.01%
775
-166
749
$18K ﹤0.01%
153
750
$18K ﹤0.01%
1,000
28 29
30
31 32