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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1 +$5.1M
2 +$2.23M
3 +$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1 +$4.21M
2 +$1.17M
3 +$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$7K ﹤0.01%
47
852
$7K ﹤0.01%
280
853
$7K ﹤0.01%
35
854
$7K ﹤0.01%
+7,350
855
$7K ﹤0.01%
182
856
$7K ﹤0.01%
+1,666
857
$6K ﹤0.01%
56
858
$6K ﹤0.01%
517
859
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270
860
$6K ﹤0.01%
358
861
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118
862
$6K ﹤0.01%
80
863
$6K ﹤0.01%
65
-470
864
$6K ﹤0.01%
330
865
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113
866
$6K ﹤0.01%
80
867
$6K ﹤0.01%
70
868
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952
-88
869
$6K ﹤0.01%
+400
870
$6K ﹤0.01%
200
871
$6K ﹤0.01%
284
872
$6K ﹤0.01%
904
873
$5K ﹤0.01%
140
874
$5K ﹤0.01%
1,160
875
$5K ﹤0.01%
174