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
$2.72B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.39M
3
+$3.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.28M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.11M

Top Sells

1
+$6.38M
2
+$3.74M
3
+$3.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.38M

Sector Composition

1 Technology 21.17%
2 Healthcare 9.15%
3 Financials 9.12%
4 Consumer Discretionary 7.65%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$22.3K ﹤0.01%
320
-40
827
$22.2K ﹤0.01%
600
-282
828
$22.2K ﹤0.01%
+513
829
$22.2K ﹤0.01%
217
+31
830
$22.2K ﹤0.01%
5,164
831
$22.1K ﹤0.01%
613
-56
832
$22K ﹤0.01%
180
-47
833
$22K ﹤0.01%
+951
834
$21.9K ﹤0.01%
85
-1
835
$21.9K ﹤0.01%
400
836
$21.9K ﹤0.01%
+800
837
$21.9K ﹤0.01%
280
838
$21.3K ﹤0.01%
758
-157
839
$21.3K ﹤0.01%
1,240
+79
840
$21K ﹤0.01%
1,132
+1,060
841
$20.9K ﹤0.01%
440
842
$20.9K ﹤0.01%
807
-61
843
$20.8K ﹤0.01%
319
844
$20.3K ﹤0.01%
287
845
$20.2K ﹤0.01%
517
846
$20.1K ﹤0.01%
+74
847
$20.1K ﹤0.01%
871
848
$20.1K ﹤0.01%
225
849
$19.9K ﹤0.01%
10,000
850
$19.9K ﹤0.01%
1,648
32 33
34
35 36