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
$1.3B
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.61M
3
+$2.48M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.43M
5
MSFT icon
Microsoft
MSFT
+$2.4M

Top Sells

1
+$1.53M
2
+$1.34M
3
+$995K
4
PHYS icon
Sprott Physical Gold
PHYS
+$898K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$556K

Sector Composition

1 Technology 16.61%
2 Healthcare 10.02%
3 Financials 9.43%
4 Consumer Discretionary 7.58%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$11K ﹤0.01%
528
777
$11K ﹤0.01%
1,289
778
$11K ﹤0.01%
123
-2,127
779
$11K ﹤0.01%
1,265
780
$11K ﹤0.01%
94
781
$10K ﹤0.01%
1,000
782
$10K ﹤0.01%
139
783
$10K ﹤0.01%
268
+137
784
$10K ﹤0.01%
700
785
$10K ﹤0.01%
1,332
786
$10K ﹤0.01%
222
787
$10K ﹤0.01%
174
-145
788
$10K ﹤0.01%
1,650
-271
789
$10K ﹤0.01%
350
790
$9K ﹤0.01%
+117
791
$9K ﹤0.01%
450
-600
792
$9K ﹤0.01%
307
+110
793
$9K ﹤0.01%
270
794
$9K ﹤0.01%
600
795
$9K ﹤0.01%
115
796
$9K ﹤0.01%
600
797
$9K ﹤0.01%
1,771
-114
798
$9K ﹤0.01%
496
799
$9K ﹤0.01%
+2,000
800
$8K ﹤0.01%
710
30 31
32
33 34