WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$36K ﹤0.01%
939
727
$36K ﹤0.01%
260
728
$36K ﹤0.01%
500
729
$35K ﹤0.01%
308
+53
730
$35K ﹤0.01%
923
-93
731
$34K ﹤0.01%
400
732
$33K ﹤0.01%
440
733
$33K ﹤0.01%
163
734
$33K ﹤0.01%
568
735
$33K ﹤0.01%
669
736
$33K ﹤0.01%
750
737
$32K ﹤0.01%
1,000
738
$32K ﹤0.01%
287
-29
739
$32K ﹤0.01%
273
740
$32K ﹤0.01%
370
741
$32K ﹤0.01%
1,419
742
$31K ﹤0.01%
500
743
$31K ﹤0.01%
973
744
$31K ﹤0.01%
125
745
$31K ﹤0.01%
377
746
$31K ﹤0.01%
233
+73
747
$31K ﹤0.01%
500
748
$30K ﹤0.01%
811
+361
749
$30K ﹤0.01%
332
750
$30K ﹤0.01%
1,315
28 29
30
31 32