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
176
$2.6M 0.09%
75,717
+74,206
177
$2.6M 0.09%
59,251
+34,786
178
$2.56M 0.09%
25,623
+3,121
179
$2.54M 0.09%
5,448
+808
180
$2.53M 0.09%
68,837
181
$2.52M 0.09%
74,489
+12,690
182
$2.51M 0.09%
8,311
+22
183
$2.51M 0.09%
29,580
184
$2.47M 0.09%
50,346
+7,391
185
$2.46M 0.09%
25,345
-90
186
$2.44M 0.09%
12,103
+1,770
187
$2.41M 0.09%
120,425
+17,672
188
$2.4M 0.09%
11,286
+25
189
$2.38M 0.09%
19,877
-100
190
$2.36M 0.09%
8,503
+932
191
$2.36M 0.09%
57,146
+99
192
$2.35M 0.09%
54,635
+8,477
193
$2.34M 0.08%
40,363
+6,993
194
$2.31M 0.08%
12,719
+1,874
195
$2.28M 0.08%
21,868
+51
196
$2.25M 0.08%
7,933
+1,934
197
$2.24M 0.08%
8,393
198
$2.21M 0.08%
15,970
-250
199
$2.18M 0.08%
14,024
+2,085
200
$2.14M 0.08%
15,781
+14,331
6 7
8
9 10