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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$14K ﹤0.01%
500
777
$14K ﹤0.01%
1,451
-109
778
$14K ﹤0.01%
470
-182
779
$14K ﹤0.01%
35
780
$14K ﹤0.01%
1,000
781
$14K ﹤0.01%
247
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782
$14K ﹤0.01%
40
783
$14K ﹤0.01%
873
784
$14K ﹤0.01%
174
785
$14K ﹤0.01%
1,610
-40
786
$13K ﹤0.01%
467
787
$13K ﹤0.01%
499
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788
$13K ﹤0.01%
700
789
$13K ﹤0.01%
474
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790
$13K ﹤0.01%
1,289
791
$13K ﹤0.01%
870
792
$13K ﹤0.01%
222
793
$13K ﹤0.01%
300
794
$13K ﹤0.01%
890
795
$13K ﹤0.01%
448
796
$12K ﹤0.01%
450
797
$12K ﹤0.01%
307
-588
798
$12K ﹤0.01%
+5,000
799
$12K ﹤0.01%
570
800
$12K ﹤0.01%
565
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