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
901
$2K ﹤0.01%
24
902
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206
903
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53
904
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75
905
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151
906
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95
-356
907
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174
-252
908
$2K ﹤0.01%
705
909
$2K ﹤0.01%
166
910
$1K ﹤0.01%
+89
911
$1K ﹤0.01%
118
912
$1K ﹤0.01%
74
913
$1K ﹤0.01%
795
-1,791
914
$1K ﹤0.01%
20
915
$1K ﹤0.01%
312
-49
916
$1K ﹤0.01%
10
+7
917
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8
-12
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$1K ﹤0.01%
16
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919
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100
920
$1K ﹤0.01%
48
921
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62
922
$1K ﹤0.01%
62
923
$1K ﹤0.01%
109
924
$1K ﹤0.01%
100
925
$1K ﹤0.01%
11
35 36
37
38 39