WPIC

White Pine Investment Company Portfolio holdings

AUM $424M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$408K
3
+$388K
4
SYK icon
Stryker
SYK
+$201K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$158K

Top Sells

1
+$1.39M
2
+$231K
3
+$117K
4
LUV icon
Southwest Airlines
LUV
+$89.5K
5
F icon
Ford
F
+$54K

Sector Composition

1 Financials 20.92%
2 Technology 13.08%
3 Industrials 11.04%
4 Healthcare 10.37%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.21%
4,966
52
$223K 0.13%
4,708
+151
53
$217K 0.13%
2,659
-141
54
$215K 0.13%
+1,795
55
$24K 0.01%
355
56
– –
-124,939
1 2
3