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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$15K ﹤0.01%
187
777
$15K ﹤0.01%
716
778
$15K ﹤0.01%
303
779
$14K ﹤0.01%
500
780
$14K ﹤0.01%
440
781
$14K ﹤0.01%
99
782
$14K ﹤0.01%
984
-7
783
$14K ﹤0.01%
484
784
$13K ﹤0.01%
175
785
$13K ﹤0.01%
175
786
$13K ﹤0.01%
500
787
$13K ﹤0.01%
915
788
$13K ﹤0.01%
139
789
$13K ﹤0.01%
160
790
$13K ﹤0.01%
600
791
$13K ﹤0.01%
222
792
$13K ﹤0.01%
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793
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795
$13K ﹤0.01%
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796
$13K ﹤0.01%
102
797
$12K ﹤0.01%
165
798
$12K ﹤0.01%
10,000
799
$12K ﹤0.01%
700
800
$12K ﹤0.01%
325
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