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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$16K ﹤0.01%
90
752
$16K ﹤0.01%
1,375
753
$16K ﹤0.01%
585
754
$16K ﹤0.01%
973
755
$16K ﹤0.01%
1,498
756
$15K ﹤0.01%
423
-21,645
757
$15K ﹤0.01%
225
758
$15K ﹤0.01%
256
759
$15K ﹤0.01%
300
760
$15K ﹤0.01%
268
761
$14K ﹤0.01%
325
762
$14K ﹤0.01%
118
763
$14K ﹤0.01%
280
764
$14K ﹤0.01%
527
765
$14K ﹤0.01%
334
766
$14K ﹤0.01%
335
767
$14K ﹤0.01%
1,275
768
$14K ﹤0.01%
183
769
$13K ﹤0.01%
99
770
$13K ﹤0.01%
1,000
771
$13K ﹤0.01%
950
772
$13K ﹤0.01%
310
773
$13K ﹤0.01%
288
774
$13K ﹤0.01%
150
+50
775
$12K ﹤0.01%
55
29 30
31
32 33