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
$2.72B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$4.39M
3 +$3.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.28M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.11M

Top Sells

1 +$6.38M
2 +$3.74M
3 +$3.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.38M

Sector Composition

1 Technology 21.17%
2 Healthcare 9.15%
3 Financials 9.12%
4 Consumer Discretionary 7.65%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$16.6K ﹤0.01%
1,000
877
$16.3K ﹤0.01%
350
878
$16.2K ﹤0.01%
75
879
$16.2K ﹤0.01%
674
-228
880
$16.2K ﹤0.01%
+63
881
$16.1K ﹤0.01%
498
+52
882
$16K ﹤0.01%
175
883
$15.9K ﹤0.01%
194
884
$15.9K ﹤0.01%
+596
885
$15.7K ﹤0.01%
55
+45
886
$15.7K ﹤0.01%
370
+12
887
$15.7K ﹤0.01%
270
888
$15.6K ﹤0.01%
175
889
$15.5K ﹤0.01%
100
890
$15.4K ﹤0.01%
245
891
$15.3K ﹤0.01%
43
892
$15.2K ﹤0.01%
350
893
$15K ﹤0.01%
+97
894
$15K ﹤0.01%
600
895
$15K ﹤0.01%
400
896
$14.9K ﹤0.01%
76
897
$14.9K ﹤0.01%
83
+60
898
$14.8K ﹤0.01%
+792
899
$14.8K ﹤0.01%
1,358
900
$14.8K ﹤0.01%
233
+219