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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$9.08M
2 +$8.92M
3 +$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1 +$3.05M
2 +$1.95M
3 +$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
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%
1,920
728
$36K ﹤0.01%
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$35K ﹤0.01%
923
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$35K ﹤0.01%
308
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$34K ﹤0.01%
400
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$33K ﹤0.01%
750
733
$33K ﹤0.01%
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$33K ﹤0.01%
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735
$33K ﹤0.01%
163
736
$33K ﹤0.01%
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$32K ﹤0.01%
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739
$32K ﹤0.01%
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$32K ﹤0.01%
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$32K ﹤0.01%
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742
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$31K ﹤0.01%
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$31K ﹤0.01%
500
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$30K ﹤0.01%
332
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$30K ﹤0.01%
811
+361
750
$30K ﹤0.01%
517