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

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

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%
128
827
$7K ﹤0.01%
+5,000
828
$7K ﹤0.01%
250
829
$7K ﹤0.01%
175
830
$7K ﹤0.01%
596
-30
831
$7K ﹤0.01%
174
832
$7K ﹤0.01%
130
833
$7K ﹤0.01%
35
834
$6K ﹤0.01%
1,160
835
$6K ﹤0.01%
35
836
$6K ﹤0.01%
20
837
$6K ﹤0.01%
227
838
$6K ﹤0.01%
358
-109
839
$6K ﹤0.01%
30
840
$6K ﹤0.01%
118
841
$6K ﹤0.01%
80
842
$6K ﹤0.01%
330
-850
843
$6K ﹤0.01%
166
-396
844
$6K ﹤0.01%
113
845
$6K ﹤0.01%
80
846
$6K ﹤0.01%
1,040
847
$6K ﹤0.01%
47
848
$6K ﹤0.01%
90
849
$6K ﹤0.01%
280
850
$5K ﹤0.01%
1,034
32 33
34
35 36