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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$21K ﹤0.01%
550
802
$21K ﹤0.01%
+364
803
$20K ﹤0.01%
159
804
$20K ﹤0.01%
+805
805
$20K ﹤0.01%
1,332
806
$20K ﹤0.01%
345
807
$20K ﹤0.01%
585
808
$20K ﹤0.01%
140
809
$20K ﹤0.01%
456
+251
810
$20K ﹤0.01%
500
-2,050
811
$20K ﹤0.01%
+30
812
$19K ﹤0.01%
60
+20
813
$19K ﹤0.01%
362
814
$19K ﹤0.01%
600
815
$19K ﹤0.01%
269
816
$19K ﹤0.01%
160
817
$19K ﹤0.01%
89
818
$19K ﹤0.01%
607
819
$19K ﹤0.01%
+1,093
820
$19K ﹤0.01%
47
-28
821
$19K ﹤0.01%
600
822
$19K ﹤0.01%
770
823
$19K ﹤0.01%
756
824
$19K ﹤0.01%
335
825
$19K ﹤0.01%
+1,358
31 32
33
34 35