WPC

White Pine Capital Portfolio holdings

AUM $315M
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$748K
2 +$410K
3 +$407K
4
BFLY icon
Butterfly Network
BFLY
+$398K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$393K

Top Sells

1 +$1.86M
2 +$1.15M
3 +$521K
4
INOD icon
Innodata
INOD
+$479K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$407K

Sector Composition

1 Technology 18.62%
2 Industrials 13.65%
3 Financials 11.58%
4 Healthcare 9.51%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-49,938
227
-181,902