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
201
$1.1M 0.07%
6,779
+1,384
202
$1.1M 0.07%
10,529
-1,749
203
$1.08M 0.07%
20,388
-4,348
204
$1.07M 0.07%
4,580
-760
205
$1.06M 0.07%
76,407
-4,226
206
$1.06M 0.07%
17,533
+3,717
207
$1.06M 0.07%
25,953
-2,285
208
$1.02M 0.06%
3,438
209
$1.01M 0.06%
30,044
-51,383
210
$1.01M 0.06%
3,673
211
$1M 0.06%
32,001
212
$1M 0.06%
10,036
-243
213
$993K 0.06%
44,820
-110,479
214
$984K 0.06%
17,335
215
$978K 0.06%
29,738
+9,322
216
$973K 0.06%
5,582
+228
217
$971K 0.06%
7,638
+1,637
218
$952K 0.06%
18,080
-6
219
$949K 0.06%
4,980
220
$936K 0.06%
4,988
-41
221
$929K 0.06%
66,414
+13,842
222
$920K 0.06%
15,113
-320
223
$918K 0.06%
21,959
+4,327
224
$918K 0.06%
74,364
225
$897K 0.06%
34,815
+7,316
7 8
9
10 11