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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12K ﹤0.01%
570
777
$12K ﹤0.01%
174
778
$12K ﹤0.01%
350
779
$12K ﹤0.01%
565
780
$11K ﹤0.01%
467
781
$11K ﹤0.01%
139
782
$11K ﹤0.01%
160
783
$11K ﹤0.01%
25
784
$11K ﹤0.01%
280
-131
785
$10K ﹤0.01%
450
786
$10K ﹤0.01%
500
787
$10K ﹤0.01%
+149
788
$10K ﹤0.01%
528
789
$10K ﹤0.01%
762
790
$10K ﹤0.01%
440
791
$10K ﹤0.01%
200
792
$10K ﹤0.01%
600
793
$10K ﹤0.01%
520
-132
794
$10K ﹤0.01%
225
795
$10K ﹤0.01%
2,958
796
$10K ﹤0.01%
1,149
-622
797
$10K ﹤0.01%
496
798
$9K ﹤0.01%
150
799
$9K ﹤0.01%
42
-130
800
$9K ﹤0.01%
120
+117
30 31
32
33 34