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
151
$3.46M 0.13%
62,636
+9,366
152
$3.42M 0.12%
+47,085
153
$3.38M 0.12%
76,942
+9,250
154
$3.33M 0.12%
25,331
+3,898
155
$3.33M 0.12%
17,518
156
$3.23M 0.12%
21,167
+219
157
$3.23M 0.12%
61,765
-600
158
$3.22M 0.12%
54,092
-32,749
159
$3.18M 0.12%
15,650
+165
160
$3.15M 0.11%
83,766
+13,948
161
$3.05M 0.11%
14,561
+330
162
$3.01M 0.11%
78,486
+17,525
163
$2.99M 0.11%
18,513
+198
164
$2.95M 0.11%
165,390
-21,188
165
$2.94M 0.11%
58,480
166
$2.93M 0.11%
22,080
+3,578
167
$2.9M 0.11%
13,542
+403
168
$2.9M 0.11%
9,886
+3,269
169
$2.87M 0.1%
26,818
-2,013
170
$2.86M 0.1%
22,304
+3,291
171
$2.76M 0.1%
27,827
+4,258
172
$2.75M 0.1%
15,028
+2,289
173
$2.74M 0.1%
24,957
+230
174
$2.69M 0.1%
30,691
175
$2.61M 0.09%
88,130
+21,137
5 6
7
8 9