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
201
$2.12M 0.08%
14,149
+2,088
202
$2.1M 0.08%
27,285
-700
203
$2.1M 0.08%
38,041
+5,503
204
$2.1M 0.08%
24,845
+3,069
205
$2.06M 0.07%
15,601
+1,253
206
$2.05M 0.07%
53,509
+9,208
207
$2.04M 0.07%
39,444
-634
208
$2.03M 0.07%
18,537
+651
209
$2.02M 0.07%
29,635
-750
210
$2M 0.07%
11,103
+2,000
211
$2M 0.07%
11,400
+1,743
212
$1.99M 0.07%
26,281
-750
213
$1.93M 0.07%
20,400
+2,981
214
$1.91M 0.07%
39,783
215
$1.89M 0.07%
26,147
+4,269
216
$1.89M 0.07%
22,476
+2,999
217
$1.85M 0.07%
28,790
+4,718
218
$1.85M 0.07%
63,563
+9,644
219
$1.84M 0.07%
16,563
-191
220
$1.83M 0.07%
11,073
-2,361
221
$1.81M 0.07%
29,033
+4,215
222
$1.81M 0.07%
8,609
223
$1.81M 0.07%
18,480
+2,759
224
$1.79M 0.06%
28,044
+209
225
$1.77M 0.06%
8,331
7 8
9
10 11