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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
90
802
$9K ﹤0.01%
450
+250
803
$9K ﹤0.01%
270
804
$9K ﹤0.01%
135
805
$9K ﹤0.01%
+248
806
$9K ﹤0.01%
477
807
$9K ﹤0.01%
25
808
$9K ﹤0.01%
890
809
$9K ﹤0.01%
2,000
810
$9K ﹤0.01%
600
811
$9K ﹤0.01%
210
812
$8K ﹤0.01%
216
-150
813
$8K ﹤0.01%
159
814
$8K ﹤0.01%
1,243
-288
815
$8K ﹤0.01%
915
816
$8K ﹤0.01%
100
817
$8K ﹤0.01%
255
818
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819
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25
820
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200
821
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225
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$8K ﹤0.01%
490
-43
823
$8K ﹤0.01%
182
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824
$8K ﹤0.01%
219
825
$7K ﹤0.01%
140
31 32
33
34 35