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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$20K ﹤0.01%
102
777
$20K ﹤0.01%
80
778
$20K ﹤0.01%
320
779
$19K ﹤0.01%
6,865
-4,901
780
$19K ﹤0.01%
150
781
$19K ﹤0.01%
429
-53
782
$19K ﹤0.01%
300
783
$19K ﹤0.01%
65
784
$19K ﹤0.01%
137
785
$19K ﹤0.01%
214
+4
786
$19K ﹤0.01%
300
787
$19K ﹤0.01%
354
788
$18K ﹤0.01%
+2,000
789
$18K ﹤0.01%
818
-1,375
790
$18K ﹤0.01%
153
791
$18K ﹤0.01%
1,000
792
$18K ﹤0.01%
307
+37
793
$18K ﹤0.01%
600
794
$18K ﹤0.01%
2,958
795
$17K ﹤0.01%
175
796
$17K ﹤0.01%
385
-85
797
$17K ﹤0.01%
440
798
$17K ﹤0.01%
155
799
$17K ﹤0.01%
345
800
$17K ﹤0.01%
40
30 31
32
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