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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.36M
3
+$1.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.57M

Top Sells

1
+$1.77M
2
+$1.14M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$945K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$670K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
85
927
$4K ﹤0.01%
294
928
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100
929
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328
930
$4K ﹤0.01%
138
931
$4K ﹤0.01%
705
932
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61
933
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934
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935
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20
936
$4K ﹤0.01%
138
937
$4K ﹤0.01%
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938
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939
$4K ﹤0.01%
350
940
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220
941
$3K ﹤0.01%
39
942
$3K ﹤0.01%
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943
$3K ﹤0.01%
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944
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945
$3K ﹤0.01%
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946
$3K ﹤0.01%
62
947
$3K ﹤0.01%
3
948
$3K ﹤0.01%
+65
949
$3K ﹤0.01%
53
950
$3K ﹤0.01%
151
-10
36 37
38
39 40