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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17K ﹤0.01%
80
802
$17K ﹤0.01%
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803
$16K ﹤0.01%
500
804
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200
805
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222
806
$16K ﹤0.01%
448
807
$15K ﹤0.01%
467
808
$15K ﹤0.01%
700
809
$15K ﹤0.01%
150
810
$15K ﹤0.01%
160
811
$15K ﹤0.01%
100
812
$15K ﹤0.01%
1,265
813
$15K ﹤0.01%
284
814
$14K ﹤0.01%
24
815
$14K ﹤0.01%
40
816
$14K ﹤0.01%
210
817
$14K ﹤0.01%
450
818
$14K ﹤0.01%
600
819
$14K ﹤0.01%
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820
$14K ﹤0.01%
600
821
$14K ﹤0.01%
139
822
$14K ﹤0.01%
270
823
$14K ﹤0.01%
43
824
$14K ﹤0.01%
30
825
$13K ﹤0.01%
4,200
31 32
33
34 35