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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$13K ﹤0.01%
200
827
$13K ﹤0.01%
600
828
$13K ﹤0.01%
+128
829
$13K ﹤0.01%
175
830
$13K ﹤0.01%
225
831
$13K ﹤0.01%
75
832
$13K ﹤0.01%
94
833
$12K ﹤0.01%
85
834
$12K ﹤0.01%
150
835
$12K ﹤0.01%
310
836
$12K ﹤0.01%
165
837
$12K ﹤0.01%
570
838
$12K ﹤0.01%
358
839
$12K ﹤0.01%
329
840
$12K ﹤0.01%
123
841
$12K ﹤0.01%
428
842
$12K ﹤0.01%
248
843
$11K ﹤0.01%
159
844
$11K ﹤0.01%
271
845
$11K ﹤0.01%
130
+20
846
$11K ﹤0.01%
100
847
$11K ﹤0.01%
268
-4,775
848
$11K ﹤0.01%
50
849
$11K ﹤0.01%
174
850
$11K ﹤0.01%
100
32 33
34
35 36