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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.24M
3
+$1.79M
4
IAU icon
iShares Gold Trust
IAU
+$1.17M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M

Top Sells

1
+$4.23M
2
+$1.17M
3
+$1.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.04M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$726K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$18K ﹤0.01%
676
752
$18K ﹤0.01%
94
753
$18K ﹤0.01%
350
754
$18K ﹤0.01%
638
755
$17K ﹤0.01%
+4,200
756
$17K ﹤0.01%
146
757
$17K ﹤0.01%
30
758
$17K ﹤0.01%
102
759
$17K ﹤0.01%
320
760
$16K ﹤0.01%
155
761
$16K ﹤0.01%
785
-250
762
$16K ﹤0.01%
760
763
$16K ﹤0.01%
543
764
$16K ﹤0.01%
1,265
-359
765
$16K ﹤0.01%
400
766
$15K ﹤0.01%
150
767
$15K ﹤0.01%
1,130
768
$15K ﹤0.01%
268
769
$15K ﹤0.01%
115
770
$15K ﹤0.01%
600
771
$15K ﹤0.01%
600
772
$15K ﹤0.01%
280
773
$15K ﹤0.01%
354
-33
774
$14K ﹤0.01%
175
775
$14K ﹤0.01%
+1,000
29 30
31
32 33