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
$2B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.66M
3
+$3.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
INTU icon
Intuit
INTU
+$2.16M

Top Sells

1
+$3.34M
2
+$2.54M
3
+$1.57M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.02M

Sector Composition

1 Technology 18.12%
2 Financials 9.3%
3 Healthcare 8.61%
4 Consumer Discretionary 8.6%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$11K ﹤0.01%
255
827
$11K ﹤0.01%
200
828
$11K ﹤0.01%
175
829
$10K ﹤0.01%
159
830
$10K ﹤0.01%
271
831
$10K ﹤0.01%
528
832
$10K ﹤0.01%
358
833
$10K ﹤0.01%
329
-347
834
$10K ﹤0.01%
100
835
$10K ﹤0.01%
200
836
$10K ﹤0.01%
225
837
$10K ﹤0.01%
+310
838
$10K ﹤0.01%
+165
839
$10K ﹤0.01%
100
840
$10K ﹤0.01%
350
841
$10K ﹤0.01%
70
842
$10K ﹤0.01%
248
843
$9K ﹤0.01%
+19
844
$9K ﹤0.01%
250
845
$9K ﹤0.01%
2,528
-140
846
$9K ﹤0.01%
90
847
$9K ﹤0.01%
12,066
-1,081
848
$9K ﹤0.01%
478
849
$9K ﹤0.01%
428
-168
850
$9K ﹤0.01%
477
32 33
34
35 36