WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
307
852
$4K ﹤0.01%
+278
853
$3K ﹤0.01%
68
854
$3K ﹤0.01%
80
855
$3K ﹤0.01%
99
856
$3K ﹤0.01%
46
857
$3K ﹤0.01%
195
858
$3K ﹤0.01%
50
859
$2K ﹤0.01%
75
860
$2K ﹤0.01%
150
861
$2K ﹤0.01%
100
862
$2K ﹤0.01%
61
863
$2K ﹤0.01%
11
864
$2K ﹤0.01%
25
865
$2K ﹤0.01%
320
866
$2K ﹤0.01%
3,118
867
$1K ﹤0.01%
74
868
$1K ﹤0.01%
20
869
$1K ﹤0.01%
200
870
$1K ﹤0.01%
34
871
$1K ﹤0.01%
+15
872
$1K ﹤0.01%
40
873
$1K ﹤0.01%
30
874
$1K ﹤0.01%
53
875
$1K ﹤0.01%
120
33 34
35
36 37