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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12K ﹤0.01%
290
777
$12K ﹤0.01%
316
778
$12K ﹤0.01%
390
779
$12K ﹤0.01%
55
780
$12K ﹤0.01%
35
-30
781
$11K ﹤0.01%
600
782
$11K ﹤0.01%
225
783
$11K ﹤0.01%
+322
784
$11K ﹤0.01%
564
785
$11K ﹤0.01%
240
-1,475
786
$11K ﹤0.01%
240
787
$11K ﹤0.01%
200
-200
788
$11K ﹤0.01%
240
789
$11K ﹤0.01%
100
790
$10K ﹤0.01%
150
791
$10K ﹤0.01%
1,160
792
$10K ﹤0.01%
290
793
$10K ﹤0.01%
2,352
794
$9K ﹤0.01%
150
795
$9K ﹤0.01%
160
796
$9K ﹤0.01%
185
-1,063
797
$9K ﹤0.01%
600
798
$9K ﹤0.01%
+328
799
$9K ﹤0.01%
115
800
$9K ﹤0.01%
174
30 31
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