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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
61
877
$4K ﹤0.01%
111
878
$4K ﹤0.01%
20
879
$4K ﹤0.01%
29
-4
880
$3K ﹤0.01%
424
-340
881
$3K ﹤0.01%
478
882
$3K ﹤0.01%
148
883
$3K ﹤0.01%
80
884
$3K ﹤0.01%
60
885
$3K ﹤0.01%
294
886
$3K ﹤0.01%
110
-197
887
$3K ﹤0.01%
150
-125
888
$3K ﹤0.01%
101
+1
889
$3K ﹤0.01%
40
890
$3K ﹤0.01%
328
891
$3K ﹤0.01%
3
892
$3K ﹤0.01%
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893
$3K ﹤0.01%
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894
$3K ﹤0.01%
598
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895
$3K ﹤0.01%
95
896
$3K ﹤0.01%
68
897
$3K ﹤0.01%
180
-12,950
898
$3K ﹤0.01%
215
899
$3K ﹤0.01%
220
900
$2K ﹤0.01%
60
34 35
36
37 38