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
1026
$4K ﹤0.01%
57
-101
1027
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110
1028
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110
1029
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2,000
1030
$3K ﹤0.01%
84
1031
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1032
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137
1033
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39
-127
1034
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+58
1035
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40
-21
1036
$3K ﹤0.01%
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1037
$3K ﹤0.01%
+86
1038
$3K ﹤0.01%
+31
1039
$3K ﹤0.01%
626
1040
$3K ﹤0.01%
166
1041
$3K ﹤0.01%
104
-28,220
1042
$3K ﹤0.01%
+85
1043
$3K ﹤0.01%
500
1044
$3K ﹤0.01%
20
1045
$3K ﹤0.01%
+100
1046
$3K ﹤0.01%
80
+30
1047
$3K ﹤0.01%
11
1048
$3K ﹤0.01%
41
1049
$3K ﹤0.01%
100
1050
$2K ﹤0.01%
20
40 41
42
43 44