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
1001
$5K ﹤0.01%
+1,000
1002
$5K ﹤0.01%
400
1003
$5K ﹤0.01%
103
1004
$5K ﹤0.01%
51
1005
$5K ﹤0.01%
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1006
$5K ﹤0.01%
250
1007
$5K ﹤0.01%
65
1008
$5K ﹤0.01%
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1009
$5K ﹤0.01%
175
1010
$5K ﹤0.01%
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1011
$5K ﹤0.01%
200
1012
$5K ﹤0.01%
+50
1013
$4K ﹤0.01%
110
1014
$4K ﹤0.01%
+100
1015
$4K ﹤0.01%
62
1016
$4K ﹤0.01%
94
1017
$4K ﹤0.01%
328
1018
$4K ﹤0.01%
125
1019
$4K ﹤0.01%
60
1020
$4K ﹤0.01%
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1021
$4K ﹤0.01%
+300
1022
$4K ﹤0.01%
167
1023
$4K ﹤0.01%
200
1024
$4K ﹤0.01%
600
1025
$4K ﹤0.01%
60
39 40
41
42 43