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

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

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%
600
809
$9K ﹤0.01%
210
810
$9K ﹤0.01%
890
811
$9K ﹤0.01%
2,000
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
$8K ﹤0.01%
200
819
$8K ﹤0.01%
25
820
$8K ﹤0.01%
200
821
$8K ﹤0.01%
225
822
$8K ﹤0.01%
490
-43
823
$8K ﹤0.01%
182
-130
824
$8K ﹤0.01%
219
825
$7K ﹤0.01%
140
31 32
33
34 35