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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.87M 0.12%
13,229
-367
152
$1.81M 0.11%
33,052
-420
153
$1.79M 0.11%
17,798
+13,828
154
$1.78M 0.11%
29,416
-14,304
155
$1.77M 0.11%
7,786
+1,327
156
$1.75M 0.11%
26,322
-1,476
157
$1.75M 0.11%
22,869
-30
158
$1.75M 0.11%
62,115
+45,720
159
$1.73M 0.11%
14,271
+3,277
160
$1.72M 0.11%
14,526
+659
161
$1.67M 0.1%
21,132
162
$1.66M 0.1%
8,733
-30
163
$1.64M 0.1%
11,022
+8,534
164
$1.63M 0.1%
17,483
-789
165
$1.62M 0.1%
20,378
-95
166
$1.61M 0.1%
8,137
+1,610
167
$1.6M 0.1%
6,645
-59
168
$1.6M 0.1%
33,314
+6,730
169
$1.57M 0.1%
16,330
+11,868
170
$1.56M 0.1%
18,532
+3,874
171
$1.55M 0.1%
16,880
172
$1.53M 0.1%
11,457
+2,357
173
$1.53M 0.1%
25,398
-331
174
$1.52M 0.1%
65,001
+6,882
175
$1.49M 0.09%
62,857
-250
5 6
7
8 9