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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
95
927
$2K ﹤0.01%
294
928
$2K ﹤0.01%
100
929
$2K ﹤0.01%
705
930
$2K ﹤0.01%
206
931
$2K ﹤0.01%
53
932
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85
933
$2K ﹤0.01%
11
934
$2K ﹤0.01%
89
935
$2K ﹤0.01%
166
936
$2K ﹤0.01%
496
-102
937
$1K ﹤0.01%
118
938
$1K ﹤0.01%
74
939
$1K ﹤0.01%
95
940
$1K ﹤0.01%
793
-2
941
$1K ﹤0.01%
20
942
$1K ﹤0.01%
312
943
$1K ﹤0.01%
10
944
$1K ﹤0.01%
150
-300
945
$1K ﹤0.01%
16
946
$1K ﹤0.01%
23
+8
947
$1K ﹤0.01%
48
948
$1K ﹤0.01%
62
949
$1K ﹤0.01%
62
950
$1K ﹤0.01%
103
-6
36 37
38
39 40