WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
56
852
$5K ﹤0.01%
517
853
$5K ﹤0.01%
450
+300
854
$5K ﹤0.01%
115
855
$5K ﹤0.01%
70
856
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857
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858
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135
-4
859
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47
860
$5K ﹤0.01%
904
861
$5K ﹤0.01%
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862
$5K ﹤0.01%
554
863
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200
864
$5K ﹤0.01%
37
865
$5K ﹤0.01%
284
866
$4K ﹤0.01%
165
867
$4K ﹤0.01%
36
868
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174
869
$4K ﹤0.01%
200
-674
870
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71
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871
$4K ﹤0.01%
150
-28
872
$4K ﹤0.01%
827
-561
873
$4K ﹤0.01%
308
-84
874
$4K ﹤0.01%
173
875
$4K ﹤0.01%
200
33 34
35
36 37