WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
This Quarter Return
+0.99%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$902M
AUM Growth
+$902M
(+0.94%)
Cap. Flow
+$8.16M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
18.98%
Holding
926
New
24
Increased
151
Reduced
178
Closed
26
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$4.97M |
| 2 |
Visa
V
|
$4.48M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$4.01M |
| 4 |
GE Aerospace
GE
|
$1.12M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$932K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.19% |
| 2 | Technology | 11.21% |
| 3 | Financials | 9.24% |
| 4 | Industrials | 8.05% |
| 5 | Consumer Staples | 7.62% |
