WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+9.06%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$1.73B
AUM Growth
+$147M
(+9.2%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
28.82%
Holding
992
New
41
Increased
187
Reduced
219
Closed
14
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$4.21M |
| 2 |
Apple
AAPL
|
+$1.17M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.17M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.03M |
| 5 |
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% |
