WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$25K ﹤0.01%
53
+18
777
$25K ﹤0.01%
102
778
$25K ﹤0.01%
+743
779
$25K ﹤0.01%
802
-380
780
$25K ﹤0.01%
530
781
$25K ﹤0.01%
134
782
$25K ﹤0.01%
+360
783
$24K ﹤0.01%
1,148
784
$24K ﹤0.01%
304
785
$24K ﹤0.01%
+432
786
$24K ﹤0.01%
180
787
$24K ﹤0.01%
1,289
788
$23K ﹤0.01%
440
789
$23K ﹤0.01%
320
790
$23K ﹤0.01%
133
791
$23K ﹤0.01%
76
792
$23K ﹤0.01%
876
793
$22K ﹤0.01%
+739
794
$22K ﹤0.01%
164
+7
795
$22K ﹤0.01%
606
796
$22K ﹤0.01%
167
797
$22K ﹤0.01%
503
798
$22K ﹤0.01%
10,000
799
$22K ﹤0.01%
1,000
800
$21K ﹤0.01%
154
30 31
32
33 34