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
926
$4K ﹤0.01%
40
927
$4K ﹤0.01%
62
928
$4K ﹤0.01%
328
929
$4K ﹤0.01%
138
930
$4K ﹤0.01%
705
931
$4K ﹤0.01%
143
932
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53
933
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61
934
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75
935
$4K ﹤0.01%
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936
$4K ﹤0.01%
148
937
$4K ﹤0.01%
220
938
$3K ﹤0.01%
127
+20
939
$3K ﹤0.01%
312
940
$3K ﹤0.01%
220
-309
941
$3K ﹤0.01%
110
942
$3K ﹤0.01%
3
943
$3K ﹤0.01%
85
944
$3K ﹤0.01%
11
945
$3K ﹤0.01%
300
946
$3K ﹤0.01%
166
947
$2K ﹤0.01%
74
948
$2K ﹤0.01%
40
949
$2K ﹤0.01%
80
950
$2K ﹤0.01%
294
36 37
38
39 40