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
$881M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.42M
3
+$1.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$923K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$826K

Top Sells

1
+$2.52M
2
+$2.21M
3
+$1.46M
4
AWK icon
American Water Works
AWK
+$1.18M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.06M

Sector Composition

1 Healthcare 12.42%
2 Technology 11.17%
3 Financials 10.12%
4 Industrials 7.79%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
46
852
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556
-549
853
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61
854
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100
855
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100
856
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85
857
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496
-1,239
858
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859
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79
860
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500
861
$2K ﹤0.01%
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863
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864
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865
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44
866
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60
867
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868
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869
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-10
870
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871
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20
872
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104
873
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75
874
$1K ﹤0.01%
44
875
$1K ﹤0.01%
34
33 34
35
36 37