WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
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%
+379
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%
448
871
$14K ﹤0.01%
165
872
$14K ﹤0.01%
+318
873
$14K ﹤0.01%
94
874
$13K ﹤0.01%
210
875
$13K ﹤0.01%
1,000
33 34
35
36 37