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
$1.3B
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.17M
3
+$2.97M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.95M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Top Sells

1
+$1.83M
2
+$1.6M
3
+$1.3M
4
PHYS icon
Sprott Physical Gold
PHYS
+$871K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$760K

Sector Composition

1 Technology 16.61%
2 Healthcare 10.02%
3 Financials 9.43%
4 Consumer Discretionary 7.58%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7K ﹤0.01%
225
-3
827
$7K ﹤0.01%
45
828
$7K ﹤0.01%
187
829
$7K ﹤0.01%
2,958
-4,897
830
$7K ﹤0.01%
25
-20
831
$7K ﹤0.01%
325
832
$7K ﹤0.01%
1,531
-2,044
833
$6K ﹤0.01%
113
834
$6K ﹤0.01%
250
835
$6K ﹤0.01%
80
836
$6K ﹤0.01%
451
-84
837
$6K ﹤0.01%
150
838
$6K ﹤0.01%
467
839
$6K ﹤0.01%
255
840
$6K ﹤0.01%
56
841
$6K ﹤0.01%
45
-54
842
$6K ﹤0.01%
130
843
$6K ﹤0.01%
200
844
$6K ﹤0.01%
90
845
$6K ﹤0.01%
188
846
$6K ﹤0.01%
2,000
847
$6K ﹤0.01%
159
-1,321
848
$6K ﹤0.01%
30
849
$6K ﹤0.01%
353
850
$6K ﹤0.01%
100
32 33
34
35 36