WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
951
$3K ﹤0.01%
3
952
$3K ﹤0.01%
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953
$3K ﹤0.01%
204
954
$2K ﹤0.01%
49
955
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75
956
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100
957
$2K ﹤0.01%
62
958
$2K ﹤0.01%
109
959
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106
-4
960
$2K ﹤0.01%
250
961
$2K ﹤0.01%
11
962
$2K ﹤0.01%
150
963
$2K ﹤0.01%
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964
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85
965
$1K ﹤0.01%
47
-3
966
$1K ﹤0.01%
48
967
$1K ﹤0.01%
20
968
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2
969
$1K ﹤0.01%
+23
970
$1K ﹤0.01%
28
971
$1K ﹤0.01%
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972
$1K ﹤0.01%
10
973
$1K ﹤0.01%
10
974
$1K ﹤0.01%
11
-3
975
$1K ﹤0.01%
15
37 38
39
40 41