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
$167M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M

Top Sells

1 +$5.3M
2 +$4.89M
3 +$1.32M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$42.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.6M 20.68%
567,262
2
$34.3M 20.47%
305,762
+11,934
3
$27M 16.14%
739,075
-133,854
4
$21.8M 13.05%
189,383
5
$21.1M 12.58%
158,385
6
$17.7M 10.56%
79,078
-5,889
7
$10M 6%
164,754
-86,968
8
$886K 0.53%
10,661
-515