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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M
5
IAU icon
iShares Gold Trust
IAU
+$1.15M

Top Sells

1
+$4.21M
2
+$1.17M
3
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$720K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.82M 0.16%
32,324
+1,834
127
$2.82M 0.16%
64,218
+11,568
128
$2.81M 0.16%
310,672
-2,964
129
$2.79M 0.16%
17,950
130
$2.74M 0.16%
14,181
-1,186
131
$2.7M 0.16%
16,612
+828
132
$2.67M 0.15%
22,679
+769
133
$2.65M 0.15%
12,135
+68
134
$2.64M 0.15%
9,393
-200
135
$2.63M 0.15%
9,266
136
$2.52M 0.15%
65,315
-1,241
137
$2.52M 0.15%
21,703
+10,000
138
$2.5M 0.14%
8,072
+430
139
$2.49M 0.14%
21,081
+6,555
140
$2.44M 0.14%
90,204
+1,048
141
$2.3M 0.13%
29,129
+2,650
142
$2.28M 0.13%
13,610
+282
143
$2.26M 0.13%
8,223
+437
144
$2.25M 0.13%
9,371
+483
145
$2.25M 0.13%
18,733
-83
146
$2.25M 0.13%
16,366
-830
147
$2.25M 0.13%
16,117
-944
148
$2.19M 0.13%
20,236
-155
149
$2.16M 0.12%
28,050
-1,177
150
$2.14M 0.12%
34,944
+1,630
4 5
6
7 8