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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.96M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$873K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K

Top Sells

1
+$2.75M
2
+$2.57M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
95
827
$6K ﹤0.01%
300
828
$6K ﹤0.01%
500
829
$5K ﹤0.01%
165
830
$5K ﹤0.01%
500
831
$5K ﹤0.01%
349
832
$5K ﹤0.01%
35
833
$5K ﹤0.01%
126
834
$5K ﹤0.01%
52
835
$5K ﹤0.01%
188
836
$5K ﹤0.01%
62
837
$5K ﹤0.01%
75
838
$5K ﹤0.01%
70
+32
839
$5K ﹤0.01%
+54
840
$5K ﹤0.01%
110
841
$5K ﹤0.01%
47
842
$5K ﹤0.01%
+197
843
$5K ﹤0.01%
+118
844
$4K ﹤0.01%
115
845
$4K ﹤0.01%
119
846
$4K ﹤0.01%
400
847
$4K ﹤0.01%
292
-14
848
$4K ﹤0.01%
120
849
$4K ﹤0.01%
250
850
$4K ﹤0.01%
+278
32 33
34
35 36