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
$2.72B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.39M
3
+$3.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.28M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.11M

Top Sells

1
+$6.38M
2
+$3.74M
3
+$3.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.38M

Sector Composition

1 Technology 21.17%
2 Healthcare 9.15%
3 Financials 9.12%
4 Consumer Discretionary 7.65%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$29.1K ﹤0.01%
895
+18
777
$28.7K ﹤0.01%
388
-3,938
778
$28.6K ﹤0.01%
2,500
779
$28.2K ﹤0.01%
2,869
780
$28.1K ﹤0.01%
842
781
$28.1K ﹤0.01%
636
-81
782
$28K ﹤0.01%
1,000
783
$27.9K ﹤0.01%
385
784
$27.7K ﹤0.01%
166
+16
785
$27.6K ﹤0.01%
503
-38
786
$27.4K ﹤0.01%
86
-16
787
$27K ﹤0.01%
1,233
788
$26.5K ﹤0.01%
182
+2
789
$26.5K ﹤0.01%
1,086
+325
790
$26.3K ﹤0.01%
477
791
$26.2K ﹤0.01%
809
+397
792
$26.2K ﹤0.01%
501
793
$26.2K ﹤0.01%
+246
794
$25.9K ﹤0.01%
717
+156
795
$25.7K ﹤0.01%
323
-44
796
$25.7K ﹤0.01%
1,384
797
$25.4K ﹤0.01%
+524
798
$25.4K ﹤0.01%
270
-28
799
$25.3K ﹤0.01%
266
800
$25.3K ﹤0.01%
335
30 31
32
33 34