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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
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
901
$12K ﹤0.01%
310
902
$12K ﹤0.01%
600
903
$12K ﹤0.01%
+100
904
$12K ﹤0.01%
587
905
$12K ﹤0.01%
240
906
$12K ﹤0.01%
73
-562
907
$11K ﹤0.01%
118
908
$11K ﹤0.01%
266
909
$11K ﹤0.01%
300
910
$11K ﹤0.01%
159
911
$11K ﹤0.01%
126
912
$11K ﹤0.01%
100
913
$11K ﹤0.01%
36
914
$11K ﹤0.01%
330
915
$11K ﹤0.01%
206
916
$11K ﹤0.01%
200
917
$11K ﹤0.01%
100
918
$11K ﹤0.01%
390
919
$11K ﹤0.01%
248
920
$11K ﹤0.01%
2,318
921
$11K ﹤0.01%
680
+212
922
$11K ﹤0.01%
150
-178
923
$10K ﹤0.01%
140
-1,160
924
$10K ﹤0.01%
482
+332
925
$10K ﹤0.01%
78
35 36
37
38 39