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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

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%
268
763
$13K ﹤0.01%
2,500
764
$13K ﹤0.01%
1,757
765
$13K ﹤0.01%
1,000
766
$13K ﹤0.01%
870
-450
767
$13K ﹤0.01%
115
768
$13K ﹤0.01%
300
769
$12K ﹤0.01%
700
770
$12K ﹤0.01%
150
771
$12K ﹤0.01%
1,289
772
$12K ﹤0.01%
35
773
$12K ﹤0.01%
123
774
$12K ﹤0.01%
222
775
$12K ﹤0.01%
+166
29 30
31
32 33