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

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

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%
350
777
$12K ﹤0.01%
35
778
$12K ﹤0.01%
570
779
$12K ﹤0.01%
565
780
$11K ﹤0.01%
139
781
$11K ﹤0.01%
160
782
$11K ﹤0.01%
25
783
$11K ﹤0.01%
280
-131
784
$11K ﹤0.01%
467
785
$10K ﹤0.01%
450
786
$10K ﹤0.01%
500
787
$10K ﹤0.01%
+149
788
$10K ﹤0.01%
528
789
$10K ﹤0.01%
440
790
$10K ﹤0.01%
200
791
$10K ﹤0.01%
600
792
$10K ﹤0.01%
1,149
-622
793
$10K ﹤0.01%
496
794
$10K ﹤0.01%
762
795
$10K ﹤0.01%
520
-132
796
$10K ﹤0.01%
225
797
$10K ﹤0.01%
2,958
798
$9K ﹤0.01%
150
799
$9K ﹤0.01%
42
-130
800
$9K ﹤0.01%
120
+117
30 31
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33 34