WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
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
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

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%
270
855
$5K ﹤0.01%
554
856
$5K ﹤0.01%
115
857
$5K ﹤0.01%
70
858
$5K ﹤0.01%
103
859
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200
860
$5K ﹤0.01%
37
861
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284
862
$5K ﹤0.01%
135
-4
863
$5K ﹤0.01%
47
864
$5K ﹤0.01%
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865
$5K ﹤0.01%
904
866
$4K ﹤0.01%
165
867
$4K ﹤0.01%
36
868
$4K ﹤0.01%
174
869
$4K ﹤0.01%
200
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870
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71
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871
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150
-28
872
$4K ﹤0.01%
827
-561
873
$4K ﹤0.01%
29
-4
874
$4K ﹤0.01%
308
-84
875
$4K ﹤0.01%
173
33 34
35
36 37