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
901
$12K ﹤0.01%
240
902
$12K ﹤0.01%
73
-562
903
$12K ﹤0.01%
+200
904
$12K ﹤0.01%
65
905
$12K ﹤0.01%
+66
906
$12K ﹤0.01%
140
-35,573
907
$11K ﹤0.01%
159
908
$11K ﹤0.01%
36
909
$11K ﹤0.01%
330
910
$11K ﹤0.01%
206
911
$11K ﹤0.01%
390
912
$11K ﹤0.01%
248
913
$11K ﹤0.01%
680
+212
914
$11K ﹤0.01%
150
-178
915
$11K ﹤0.01%
118
916
$11K ﹤0.01%
266
917
$11K ﹤0.01%
300
918
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126
919
$11K ﹤0.01%
100
920
$11K ﹤0.01%
200
921
$11K ﹤0.01%
100
922
$11K ﹤0.01%
2,318
923
$10K ﹤0.01%
140
-1,160
924
$10K ﹤0.01%
482
+332
925
$10K ﹤0.01%
78
35 36
37
38 39