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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$43.5M
2
+$4.79M
3
+$4.78M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.6M

Top Sells

1
+$3.65M
2
+$1.77M
3
+$1.2M
4
APH icon
Amphenol
APH
+$881K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$750K

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
976
$1K ﹤0.01%
103
977
$1K ﹤0.01%
+50
978
$1K ﹤0.01%
+30
979
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-525
980
– –
-75
981
– –
-2,761
982
$0 ﹤0.01%
1
983
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984
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985
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986
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987
$0 ﹤0.01%
6
988
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0
989
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990
$0 ﹤0.01%
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991
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992
$0 ﹤0.01%
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993
$0 ﹤0.01%
+11
994
$0 ﹤0.01%
+1
995
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-57
996
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-3,208
997
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-7,350
998
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999
$0 ﹤0.01%
3
1000
$0 ﹤0.01%
1
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