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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$11K ﹤0.01%
155
852
$11K ﹤0.01%
247
853
$10K ﹤0.01%
1,160
854
$10K ﹤0.01%
174
855
$10K ﹤0.01%
65
856
$10K ﹤0.01%
25
857
$10K ﹤0.01%
199
858
$10K ﹤0.01%
115
859
$10K ﹤0.01%
350
860
$10K ﹤0.01%
2,528
861
$9K ﹤0.01%
+288
862
$9K ﹤0.01%
330
863
$9K ﹤0.01%
250
864
$9K ﹤0.01%
47
865
$9K ﹤0.01%
477
866
$9K ﹤0.01%
110
867
$9K ﹤0.01%
90
868
$9K ﹤0.01%
280
869
$9K ﹤0.01%
250
-224
870
$9K ﹤0.01%
528
871
$8K ﹤0.01%
201
872
$8K ﹤0.01%
1,034
873
$8K ﹤0.01%
42
874
$8K ﹤0.01%
20
875
$8K ﹤0.01%
270
33 34
35
36 37