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
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
30
902
$6K ﹤0.01%
236
903
$6K ﹤0.01%
37
904
$5K ﹤0.01%
111
905
$5K ﹤0.01%
20
906
$5K ﹤0.01%
35
907
$5K ﹤0.01%
47
908
$5K ﹤0.01%
266
-1,185
909
$5K ﹤0.01%
200
910
$5K ﹤0.01%
36
-35
911
$5K ﹤0.01%
110
912
$5K ﹤0.01%
166
-504
913
$5K ﹤0.01%
24
914
$5K ﹤0.01%
206
915
$5K ﹤0.01%
200
916
$5K ﹤0.01%
50
-50
917
$5K ﹤0.01%
140
+20
918
$5K ﹤0.01%
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919
$4K ﹤0.01%
118
920
$4K ﹤0.01%
80
921
$4K ﹤0.01%
60
922
$4K ﹤0.01%
294
923
$4K ﹤0.01%
150
924
$4K ﹤0.01%
103
925
$4K ﹤0.01%
68
35 36
37
38 39