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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
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%
779
-369
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%
876
789
$23K ﹤0.01%
440
790
$23K ﹤0.01%
320
791
$23K ﹤0.01%
133
792
$23K ﹤0.01%
76
793
$22K ﹤0.01%
+739
794
$22K ﹤0.01%
167
795
$22K ﹤0.01%
503
796
$22K ﹤0.01%
10,000
797
$22K ﹤0.01%
1,000
798
$22K ﹤0.01%
164
+7
799
$22K ﹤0.01%
606
800
$21K ﹤0.01%
+364
30 31
32
33 34