WRTC

Wind River Trust Company Portfolio holdings

AUM $249M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$165K
2 +$37.5K
3 +$877
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$536

Top Sells

1 +$749K
2 +$419

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.9M 19.58%
567,262
2
$31.6M 18.76%
296,680
+1,551
3
$29.7M 17.64%
802,336
-20,252
4
$20.3M 12.07%
189,388
+5
5
$19.6M 11.68%
158,385
6
$17.8M 10.58%
84,965
-2
7
$15.4M 9.13%
251,222
+613
8
$939K 0.56%
10,706
+10