WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
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
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
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%
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1004
$5K ﹤0.01%
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1005
$5K ﹤0.01%
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1006
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1007
$5K ﹤0.01%
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1008
$5K ﹤0.01%
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1009
$5K ﹤0.01%
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1010
$5K ﹤0.01%
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1011
$5K ﹤0.01%
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1012
$5K ﹤0.01%
+50
1013
$4K ﹤0.01%
110
1014
$4K ﹤0.01%
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1015
$4K ﹤0.01%
57
-101
1016
$4K ﹤0.01%
110
1017
$4K ﹤0.01%
2,000
1018
$4K ﹤0.01%
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1019
$4K ﹤0.01%
+100
1020
$4K ﹤0.01%
62
1021
$4K ﹤0.01%
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1022
$4K ﹤0.01%
328
1023
$4K ﹤0.01%
125
1024
$4K ﹤0.01%
60
1025
$4K ﹤0.01%
132
39 40
41
42 43