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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$25K ﹤0.01%
268
752
$25K ﹤0.01%
50
753
$25K ﹤0.01%
846
-95
754
$24K ﹤0.01%
500
755
$24K ﹤0.01%
403
756
$24K ﹤0.01%
622
+462
757
$24K ﹤0.01%
440
758
$24K ﹤0.01%
+100
759
$24K ﹤0.01%
122
-61
760
$23K ﹤0.01%
1,760
+630
761
$23K ﹤0.01%
+190
762
$23K ﹤0.01%
125
763
$23K ﹤0.01%
105
764
$22K ﹤0.01%
1,148
-2,000
765
$22K ﹤0.01%
+135
766
$21K ﹤0.01%
1,519
-353
767
$21K ﹤0.01%
1,289
768
$21K ﹤0.01%
388
-680
769
$21K ﹤0.01%
115
770
$20K ﹤0.01%
240
771
$20K ﹤0.01%
875
+100
772
$20K ﹤0.01%
417
773
$20K ﹤0.01%
775
+15
774
$20K ﹤0.01%
+2,000
775
$20K ﹤0.01%
543
29 30
31
32 33