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
151
$1.31M 0.15%
38,420
152
$1.3M 0.14%
39,827
+1,417
153
$1.28M 0.14%
9,145
154
$1.27M 0.14%
20,446
-2,160
155
$1.26M 0.14%
22,072
-115
156
$1.24M 0.14%
21,988
-80
157
$1.24M 0.14%
40,615
-120
158
$1.23M 0.14%
20,465
-789
159
$1.22M 0.14%
22,558
-7,174
160
$1.22M 0.13%
13,474
+120
161
$1.22M 0.13%
27,927
+2,102
162
$1.2M 0.13%
12,838
+1,074
163
$1.17M 0.13%
20,620
-9,698
164
$1.16M 0.13%
21,031
+5,284
165
$1.16M 0.13%
22,562
166
$1.15M 0.13%
50,535
+2,133
167
$1.15M 0.13%
74,464
-10,215
168
$1.14M 0.13%
8,134
-126
169
$1.13M 0.13%
10,715
-2,025
170
$1.13M 0.13%
40,002
171
$1.13M 0.12%
14,040
-1,045
172
$1.11M 0.12%
24,072
+2,298
173
$1.11M 0.12%
20,096
+1,902
174
$1.11M 0.12%
19,515
+285
175
$1.1M 0.12%
12,573
-495
5 6
7
8 9