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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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$8K ﹤0.01%
25
852
$8K ﹤0.01%
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853
$8K ﹤0.01%
188
854
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247
855
$8K ﹤0.01%
134
856
$8K ﹤0.01%
263
857
$8K ﹤0.01%
58
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$8K ﹤0.01%
183
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90
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353
861
$8K ﹤0.01%
230
862
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863
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864
$8K ﹤0.01%
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865
$8K ﹤0.01%
80
866
$8K ﹤0.01%
1,197
867
$8K ﹤0.01%
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868
$7K ﹤0.01%
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869
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870
$7K ﹤0.01%
78
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871
$7K ﹤0.01%
174
872
$7K ﹤0.01%
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873
$7K ﹤0.01%
169
874
$7K ﹤0.01%
118
875
$7K ﹤0.01%
229
33 34
35
36 37