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
176
$1.69M 0.1%
24,288
+1,000
177
$1.65M 0.1%
20,232
-146
178
$1.64M 0.09%
8,651
+514
179
$1.61M 0.09%
15,973
-1,510
180
$1.59M 0.09%
64,670
-331
181
$1.58M 0.09%
21,466
-70
182
$1.53M 0.09%
36,498
+2,112
183
$1.53M 0.09%
7,043
184
$1.51M 0.09%
62,857
185
$1.5M 0.09%
41,747
-944
186
$1.5M 0.09%
24,648
-750
187
$1.47M 0.09%
12,148
+691
188
$1.42M 0.08%
22,992
-900
189
$1.4M 0.08%
17,210
-125
190
$1.3M 0.08%
5,727
+1,147
191
$1.28M 0.07%
25,277
+437
192
$1.28M 0.07%
9,972
193
$1.26M 0.07%
7,392
+433
194
$1.26M 0.07%
26,771
+818
195
$1.25M 0.07%
3,706
+725
196
$1.25M 0.07%
11,967
+571
197
$1.23M 0.07%
11,386
-200
198
$1.23M 0.07%
10,493
-36
199
$1.22M 0.07%
19,564
+201
200
$1.21M 0.07%
3,154
-94
6 7
8
9 10