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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$30K ﹤0.01%
352
727
$30K ﹤0.01%
477
728
$30K ﹤0.01%
550
729
$29K ﹤0.01%
2,090
730
$29K ﹤0.01%
818
731
$28K ﹤0.01%
1,419
-250
732
$28K ﹤0.01%
501
733
$28K ﹤0.01%
756
-3,545
734
$27K ﹤0.01%
585
735
$27K ﹤0.01%
500
736
$27K ﹤0.01%
1,027
737
$27K ﹤0.01%
1,033
738
$26K ﹤0.01%
400
739
$26K ﹤0.01%
1,332
740
$26K ﹤0.01%
370
741
$26K ﹤0.01%
1,100
+100
742
$26K ﹤0.01%
638
743
$26K ﹤0.01%
63
744
$26K ﹤0.01%
890
745
$26K ﹤0.01%
496
746
$26K ﹤0.01%
375
747
$26K ﹤0.01%
304
748
$26K ﹤0.01%
402
749
$25K ﹤0.01%
750
750
$25K ﹤0.01%
503
-1,998
28 29
30
31 32