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
1026
$4K ﹤0.01%
+300
1027
$4K ﹤0.01%
167
1028
$4K ﹤0.01%
200
1029
$4K ﹤0.01%
600
1030
$3K ﹤0.01%
84
1031
$3K ﹤0.01%
46
1032
$3K ﹤0.01%
137
1033
$3K ﹤0.01%
+85
1034
$3K ﹤0.01%
500
1035
$3K ﹤0.01%
20
1036
$3K ﹤0.01%
+100
1037
$3K ﹤0.01%
80
+30
1038
$3K ﹤0.01%
39
-127
1039
$3K ﹤0.01%
+58
1040
$3K ﹤0.01%
40
-21
1041
$3K ﹤0.01%
89
1042
$3K ﹤0.01%
+86
1043
$3K ﹤0.01%
11
1044
$3K ﹤0.01%
41
1045
$3K ﹤0.01%
+31
1046
$3K ﹤0.01%
100
1047
$3K ﹤0.01%
626
1048
$3K ﹤0.01%
166
1049
$3K ﹤0.01%
104
-28,220
1050
$2K ﹤0.01%
150
40 41
42
43 44