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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7K ﹤0.01%
35
827
$7K ﹤0.01%
130
828
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175
829
$7K ﹤0.01%
596
-30
830
$7K ﹤0.01%
175
831
$7K ﹤0.01%
250
832
$7K ﹤0.01%
+5,000
833
$7K ﹤0.01%
128
834
$6K ﹤0.01%
1,160
835
$6K ﹤0.01%
35
836
$6K ﹤0.01%
20
837
$6K ﹤0.01%
358
-109
838
$6K ﹤0.01%
118
839
$6K ﹤0.01%
80
840
$6K ﹤0.01%
80
841
$6K ﹤0.01%
1,040
842
$6K ﹤0.01%
47
843
$6K ﹤0.01%
90
844
$6K ﹤0.01%
280
845
$6K ﹤0.01%
227
846
$6K ﹤0.01%
30
847
$6K ﹤0.01%
330
-850
848
$6K ﹤0.01%
166
-396
849
$6K ﹤0.01%
113
850
$5K ﹤0.01%
1,034
32 33
34
35 36