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

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
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%
+100
850
$16K ﹤0.01%
+82
32 33
34
35 36