WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$30K ﹤0.01%
251
-3
752
$30K ﹤0.01%
1,200
753
$30K ﹤0.01%
517
754
$29K ﹤0.01%
352
755
$29K ﹤0.01%
3,000
756
$29K ﹤0.01%
2,090
757
$28K ﹤0.01%
232
758
$28K ﹤0.01%
187
-19
759
$28K ﹤0.01%
477
760
$28K ﹤0.01%
750
761
$28K ﹤0.01%
760
762
$28K ﹤0.01%
215
+60
763
$27K ﹤0.01%
400
764
$27K ﹤0.01%
250
+100
765
$27K ﹤0.01%
515
+101
766
$27K ﹤0.01%
110
767
$27K ﹤0.01%
444
768
$27K ﹤0.01%
+1,886
769
$27K ﹤0.01%
501
770
$27K ﹤0.01%
80
771
$27K ﹤0.01%
1,027
772
$27K ﹤0.01%
635
773
$26K ﹤0.01%
212
+97
774
$26K ﹤0.01%
500
775
$25K ﹤0.01%
225
+75
29 30
31
32 33