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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.24M
3
+$1.79M
4
IAU icon
iShares Gold Trust
IAU
+$1.17M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M

Top Sells

1
+$4.23M
2
+$1.17M
3
+$1.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.04M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$726K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K ﹤0.01%
500
802
$11K ﹤0.01%
150
803
$11K ﹤0.01%
440
804
$11K ﹤0.01%
160
805
$11K ﹤0.01%
123
806
$11K ﹤0.01%
+500
807
$11K ﹤0.01%
166
808
$11K ﹤0.01%
1,265
809
$11K ﹤0.01%
225
810
$10K ﹤0.01%
150
811
$10K ﹤0.01%
5,000
812
$10K ﹤0.01%
120
813
$10K ﹤0.01%
350
-175
814
$10K ﹤0.01%
1,149
815
$9K ﹤0.01%
600
816
$9K ﹤0.01%
210
817
$9K ﹤0.01%
2,958
818
$9K ﹤0.01%
528
819
$9K ﹤0.01%
762
820
$9K ﹤0.01%
139
821
$9K ﹤0.01%
255
822
$9K ﹤0.01%
270
823
$9K ﹤0.01%
25
824
$9K ﹤0.01%
200
825
$9K ﹤0.01%
600
31 32
33
34 35