WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
133
-34
802
$8K ﹤0.01%
1,405
803
$8K ﹤0.01%
283
804
$8K ﹤0.01%
600
805
$8K ﹤0.01%
672
806
$8K ﹤0.01%
100
807
$8K ﹤0.01%
200
808
$8K ﹤0.01%
2,017
809
$8K ﹤0.01%
200
810
$8K ﹤0.01%
1,105
811
$8K ﹤0.01%
350
812
$8K ﹤0.01%
219
813
$8K ﹤0.01%
750
-100
814
$8K ﹤0.01%
1
815
$7K ﹤0.01%
131
816
$7K ﹤0.01%
52
817
$7K ﹤0.01%
127
818
$7K ﹤0.01%
153
819
$7K ﹤0.01%
100
820
$6K ﹤0.01%
150
821
$6K ﹤0.01%
300
822
$6K ﹤0.01%
75
823
$6K ﹤0.01%
330
824
$6K ﹤0.01%
84
-108
825
$6K ﹤0.01%
58
31 32
33
34 35