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
951
$2K ﹤0.01%
89
952
$2K ﹤0.01%
200
-252
953
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20
954
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100
955
$2K ﹤0.01%
100
956
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48
957
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60
958
$2K ﹤0.01%
34
959
$1K ﹤0.01%
15
960
$1K ﹤0.01%
43
+33
961
$1K ﹤0.01%
103
962
$1K ﹤0.01%
+50
963
$1K ﹤0.01%
89
-265
964
$1K ﹤0.01%
30
965
$1K ﹤0.01%
68
966
$1K ﹤0.01%
40
967
$1K ﹤0.01%
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968
$1K ﹤0.01%
+71
969
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27
970
$1K ﹤0.01%
+9
971
$1K ﹤0.01%
29
972
$1K ﹤0.01%
14
973
$1K ﹤0.01%
16
-2,998
974
$1K ﹤0.01%
23
975
$1K ﹤0.01%
+30
37 38
39
40 41