WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$15K ﹤0.01%
1,332
752
$15K ﹤0.01%
600
753
$15K ﹤0.01%
1,650
754
$15K ﹤0.01%
448
-947
755
$14K ﹤0.01%
155
756
$14K ﹤0.01%
1,000
757
$14K ﹤0.01%
525
758
$14K ﹤0.01%
40
759
$14K ﹤0.01%
873
760
$13K ﹤0.01%
175
761
$13K ﹤0.01%
500
-700
762
$13K ﹤0.01%
1,757
763
$13K ﹤0.01%
1,000
764
$13K ﹤0.01%
870
-450
765
$13K ﹤0.01%
115
766
$13K ﹤0.01%
300
767
$13K ﹤0.01%
268
768
$13K ﹤0.01%
2,500
769
$12K ﹤0.01%
700
770
$12K ﹤0.01%
150
771
$12K ﹤0.01%
1,289
772
$12K ﹤0.01%
123
773
$12K ﹤0.01%
222
774
$12K ﹤0.01%
+166
775
$12K ﹤0.01%
174
29 30
31
32 33