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
$174M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$39.3K
3 +$30.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$433

Top Sells

1 +$313K
2 +$557

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.5M 19.81%
567,262
2
$32.3M 18.54%
293,828
-2,852
3
$31.4M 18.02%
872,929
+70,593
4
$21.1M 12.1%
189,383
-5
5
$20.3M 11.65%
158,385
6
$18.4M 10.55%
84,967
+2
7
$15.3M 8.78%
251,722
+500
8
$935K 0.54%
11,176
+470