WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$4.99M
3
+$4.69M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.68M

Top Sells

1
+$3.94M
2
+$1.91M
3
+$1.14M
4
APH icon
Amphenol
APH
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$770K

Sector Composition

1 Technology 18.67%
2 Financials 9.6%
3 Healthcare 8.24%
4 Consumer Discretionary 8.02%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.68M 0.07%
9,550
+2,294
202
$1.67M 0.07%
13,147
+1,323
203
$1.66M 0.07%
36,181
+4,136
204
$1.61M 0.07%
45,152
+4,546
205
$1.6M 0.07%
31,068
-3,350
206
$1.56M 0.07%
9,962
+1,019
207
$1.56M 0.07%
86,007
+8,596
208
$1.55M 0.07%
10,711
+1,090
209
$1.49M 0.07%
51,592
+4,794
210
$1.49M 0.07%
16,657
+1,800
211
$1.49M 0.07%
25,153
-200
212
$1.48M 0.07%
14,595
+1,454
213
$1.48M 0.07%
35,079
-2,505
214
$1.47M 0.07%
9,201
+7,200
215
$1.45M 0.06%
4,987
+503
216
$1.44M 0.06%
+20,425
217
$1.44M 0.06%
35,319
-950
218
$1.43M 0.06%
21,928
-3,722
219
$1.43M 0.06%
8,669
+990
220
$1.42M 0.06%
14,060
-423
221
$1.41M 0.06%
22,940
+135
222
$1.39M 0.06%
17,964
223
$1.39M 0.06%
43,442
+7,886
224
$1.35M 0.06%
5,685
-42
225
$1.34M 0.06%
22,590
7 8
9
10 11