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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$7K ﹤0.01%
+286
977
$7K ﹤0.01%
4,200
978
$7K ﹤0.01%
+132
979
$7K ﹤0.01%
30
980
$7K ﹤0.01%
130
981
$7K ﹤0.01%
95
+24
982
$6K ﹤0.01%
47
983
$6K ﹤0.01%
100
984
$6K ﹤0.01%
156
985
$6K ﹤0.01%
145
986
$6K ﹤0.01%
42
987
$6K ﹤0.01%
200
988
$6K ﹤0.01%
166
989
$6K ﹤0.01%
+241
990
$6K ﹤0.01%
75
-38
991
$6K ﹤0.01%
80
992
$6K ﹤0.01%
244
+200
993
$6K ﹤0.01%
+164
994
$6K ﹤0.01%
19
-231
995
$6K ﹤0.01%
499
996
$6K ﹤0.01%
100
997
$6K ﹤0.01%
+232
998
$6K ﹤0.01%
24
999
$6K ﹤0.01%
1,582
1000
$5K ﹤0.01%
422
38 39
40
41 42