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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$18K ﹤0.01%
300
827
$18K ﹤0.01%
329
828
$18K ﹤0.01%
+83
829
$18K ﹤0.01%
400
+200
830
$18K ﹤0.01%
278
831
$18K ﹤0.01%
161
832
$18K ﹤0.01%
40
833
$18K ﹤0.01%
95
834
$17K ﹤0.01%
175
835
$17K ﹤0.01%
1,034
836
$17K ﹤0.01%
215
837
$17K ﹤0.01%
552
838
$17K ﹤0.01%
153
839
$17K ﹤0.01%
270
840
$17K ﹤0.01%
76
-29
841
$17K ﹤0.01%
50
842
$17K ﹤0.01%
43
843
$17K ﹤0.01%
+100
844
$17K ﹤0.01%
752
845
$16K ﹤0.01%
400
846
$16K ﹤0.01%
410
847
$16K ﹤0.01%
239
848
$16K ﹤0.01%
600
849
$16K ﹤0.01%
+379
850
$16K ﹤0.01%
+100
32 33
34
35 36