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%
90
852
$8K ﹤0.01%
353
853
$8K ﹤0.01%
230
854
$8K ﹤0.01%
100
855
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255
856
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200
857
$8K ﹤0.01%
80
858
$8K ﹤0.01%
1,197
859
$8K ﹤0.01%
477
860
$8K ﹤0.01%
25
861
$8K ﹤0.01%
135
862
$8K ﹤0.01%
188
863
$8K ﹤0.01%
247
864
$8K ﹤0.01%
134
865
$8K ﹤0.01%
263
866
$8K ﹤0.01%
58
867
$8K ﹤0.01%
183
868
$7K ﹤0.01%
320
-225
869
$7K ﹤0.01%
94
870
$7K ﹤0.01%
1,064
-15
871
$7K ﹤0.01%
605
872
$7K ﹤0.01%
274
873
$7K ﹤0.01%
182
874
$7K ﹤0.01%
282
875
$7K ﹤0.01%
130
33 34
35
36 37