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
$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
76
$7.16M 0.32%
66,167
+3,242
77
$7.1M 0.32%
30,620
-119
78
$6.97M 0.31%
126,310
-9,422
79
$6.95M 0.31%
19,672
+2,348
80
$6.87M 0.31%
19,498
+1,501
81
$6.84M 0.31%
108,346
+809
82
$6.82M 0.31%
96,560
+5,164
83
$6.82M 0.31%
88,244
-1,351
84
$6.78M 0.3%
121,503
-8,290
85
$6.57M 0.29%
43,332
86
$6.18M 0.28%
82,930
+4,494
87
$6.17M 0.28%
51,348
+6,128
88
$6.14M 0.27%
105,386
+8,237
89
$5.98M 0.27%
132,126
+2,286
90
$5.97M 0.27%
28,189
+5,754
91
$5.96M 0.27%
35,713
+3,471
92
$5.95M 0.27%
84,801
-2,386
93
$5.86M 0.26%
30,989
+1,748
94
$5.79M 0.26%
109,762
+5,126
95
$5.74M 0.26%
41,644
+2,721
96
$5.67M 0.25%
17,236
+1,428
97
$5.66M 0.25%
47,935
-1,235
98
$5.64M 0.25%
87,193
+2,613
99
$5.6M 0.25%
9,075
+726
100
$5.56M 0.25%
11,125
+719
2 3
4
5 6