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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
$881M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.42M
3
+$1.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$923K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$826K

Top Sells

1
+$2.52M
2
+$2.21M
3
+$1.46M
4
AWK icon
American Water Works
AWK
+$1.18M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.06M

Sector Composition

1 Healthcare 12.42%
2 Technology 11.17%
3 Financials 10.12%
4 Industrials 7.79%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
34
877
$1K ﹤0.01%
93
878
$1K ﹤0.01%
13
879
$1K ﹤0.01%
11
880
$1K ﹤0.01%
15
881
$1K ﹤0.01%
50
882
$1K ﹤0.01%
30
883
$1K ﹤0.01%
115
884
$1K ﹤0.01%
68
885
$1K ﹤0.01%
12
886
$1K ﹤0.01%
60
-3
887
$1K ﹤0.01%
58
888
$1K ﹤0.01%
26
889
$1K ﹤0.01%
135
890
$1K ﹤0.01%
+58
891
$1K ﹤0.01%
15
892
$1K ﹤0.01%
80
893
$1K ﹤0.01%
24
894
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40
895
$1K ﹤0.01%
320
896
$1K ﹤0.01%
40
897
– –
-1,754
898
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-580
899
– –
-211
900
– –
-150
34 35
36
37 38