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
$902M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.01M
3
+$1.12M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$932K
5
RRC icon
Range Resources
RRC
+$896K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.38M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.18M

Sector Composition

1 Healthcare 12.19%
2 Technology 11.21%
3 Financials 9.24%
4 Industrials 8.05%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.17%
22,161
-166
127
$1.51M 0.17%
19,548
128
$1.51M 0.17%
26,635
+1,787
129
$1.49M 0.17%
20,821
+1,685
130
$1.48M 0.16%
9,751
-250
131
$1.47M 0.16%
146,353
+10,542
132
$1.45M 0.16%
21,298
-12,343
133
$1.44M 0.16%
1,178
134
$1.43M 0.16%
17,582
-994
135
$1.43M 0.16%
13,190
136
$1.43M 0.16%
13,069
+951
137
$1.42M 0.16%
12,751
-43
138
$1.4M 0.16%
61,316
-4,970
139
$1.39M 0.15%
30,202
+2,835
140
$1.39M 0.15%
10,328
141
$1.38M 0.15%
26,451
+17,207
142
$1.37M 0.15%
18,326
-160
143
$1.37M 0.15%
17,032
+1,254
144
$1.36M 0.15%
57,229
+3,873
145
$1.35M 0.15%
20,280
+354
146
$1.35M 0.15%
18,450
-500
147
$1.34M 0.15%
23,000
+5,405
148
$1.34M 0.15%
27,737
+2,798
149
$1.34M 0.15%
41,243
+2,014
150
$1.32M 0.15%
29,329
+9,439
4 5
6
7 8