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
876
$13K ﹤0.01%
+295
877
$13K ﹤0.01%
107
+49
878
$13K ﹤0.01%
440
879
$13K ﹤0.01%
298
880
$13K ﹤0.01%
+2,195
881
$13K ﹤0.01%
358
882
$13K ﹤0.01%
+479
883
$13K ﹤0.01%
987
884
$13K ﹤0.01%
2,000
885
$13K ﹤0.01%
50
886
$13K ﹤0.01%
25
887
$13K ﹤0.01%
49
+29
888
$13K ﹤0.01%
2,625
889
$12K ﹤0.01%
150
890
$12K ﹤0.01%
+51
891
$12K ﹤0.01%
129
892
$12K ﹤0.01%
103
893
$12K ﹤0.01%
175
894
$12K ﹤0.01%
+75
895
$12K ﹤0.01%
155
896
$12K ﹤0.01%
1,265
897
$12K ﹤0.01%
310
898
$12K ﹤0.01%
600
899
$12K ﹤0.01%
+100
900
$12K ﹤0.01%
587
34 35
36
37 38