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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$16K ﹤0.01%
+82
852
$15K ﹤0.01%
1,669
+560
853
$15K ﹤0.01%
230
854
$15K ﹤0.01%
775
855
$15K ﹤0.01%
405
856
$15K ﹤0.01%
594
857
$15K ﹤0.01%
1,000
858
$15K ﹤0.01%
221
859
$15K ﹤0.01%
210
860
$15K ﹤0.01%
300
861
$15K ﹤0.01%
+36
862
$14K ﹤0.01%
4,295
863
$14K ﹤0.01%
646
864
$14K ﹤0.01%
199
865
$14K ﹤0.01%
1,000
866
$14K ﹤0.01%
+33
867
$14K ﹤0.01%
115
868
$14K ﹤0.01%
175
869
$14K ﹤0.01%
274
870
$14K ﹤0.01%
165
871
$14K ﹤0.01%
+318
872
$14K ﹤0.01%
94
873
$14K ﹤0.01%
448
874
$13K ﹤0.01%
210
875
$13K ﹤0.01%
1,000
33 34
35
36 37