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

Top Buys

1
+$5.07M
2
+$2.24M
3
+$1.79M
4
IAU icon
iShares Gold Trust
IAU
+$1.17M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M

Top Sells

1
+$4.23M
2
+$1.17M
3
+$1.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.04M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$726K

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%
280
852
$7K ﹤0.01%
35
853
$7K ﹤0.01%
182
854
$7K ﹤0.01%
175
855
$7K ﹤0.01%
130
856
$7K ﹤0.01%
+7,350
857
$6K ﹤0.01%
904
858
$6K ﹤0.01%
56
859
$6K ﹤0.01%
517
860
$6K ﹤0.01%
270
861
$6K ﹤0.01%
358
862
$6K ﹤0.01%
80
863
$6K ﹤0.01%
330
864
$6K ﹤0.01%
80
865
$6K ﹤0.01%
70
866
$6K ﹤0.01%
952
-88
867
$6K ﹤0.01%
+400
868
$6K ﹤0.01%
200
869
$6K ﹤0.01%
284
870
$6K ﹤0.01%
118
871
$6K ﹤0.01%
65
-470
872
$6K ﹤0.01%
113
873
$5K ﹤0.01%
520
874
$5K ﹤0.01%
103
875
$5K ﹤0.01%
37
33 34
35
36 37