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
176
$1.47M 0.09%
23,892
177
$1.47M 0.09%
13,186
-128
178
$1.47M 0.09%
9,549
+1,612
179
$1.44M 0.09%
21,536
-3,426
180
$1.42M 0.09%
12,123
+2,575
181
$1.41M 0.09%
8,987
-275
182
$1.41M 0.09%
34,386
+7,214
183
$1.4M 0.09%
23,288
-780
184
$1.4M 0.09%
11,640
185
$1.36M 0.09%
52,996
-61,241
186
$1.35M 0.09%
7,043
-2,182
187
$1.35M 0.09%
11,703
-475
188
$1.3M 0.08%
7,245
189
$1.27M 0.08%
21,184
-2,376
190
$1.27M 0.08%
15,690
191
$1.26M 0.08%
11,396
+2,350
192
$1.25M 0.08%
11,586
193
$1.23M 0.08%
9,972
-49
194
$1.22M 0.08%
15,081
-50
195
$1.22M 0.08%
24,840
-10,000
196
$1.19M 0.07%
3,248
-95
197
$1.18M 0.07%
22,933
-206
198
$1.16M 0.07%
42,175
-1,250
199
$1.15M 0.07%
31,807
+19,534
200
$1.1M 0.07%
+19,363
6 7
8
9 10