WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.08M 0.34%
120,495
-2,375
77
$3.06M 0.34%
37,346
+1,399
78
$3.04M 0.34%
56,087
-1,130
79
$3.04M 0.34%
29,538
-423
80
$3M 0.33%
185,932
+13,131
81
$2.86M 0.32%
166,934
+10,037
82
$2.86M 0.32%
57,054
+1,294
83
$2.85M 0.32%
7,784
+437
84
$2.75M 0.3%
26,630
+7,268
85
$2.71M 0.3%
27,908
+780
86
$2.69M 0.3%
45,149
+1,953
87
$2.59M 0.29%
51,706
-733
88
$2.56M 0.28%
37,714
+5,296
89
$2.52M 0.28%
23,537
-124
90
$2.51M 0.28%
74,654
+526
91
$2.5M 0.28%
22,593
+1,632
92
$2.44M 0.27%
20,596
+634
93
$2.4M 0.27%
42,416
+2,866
94
$2.37M 0.26%
27,216
-38,953
95
$2.37M 0.26%
12,594
+996
96
$2.35M 0.26%
21,745
+671
97
$2.33M 0.26%
28,367
98
$2.3M 0.26%
27,782
+6,337
99
$2.28M 0.25%
78,141
-9,378
100
$2.22M 0.25%
42,590
+238
2 3
4
5 6