WPIC

White Pine Investment Company Portfolio holdings

AUM $421M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$787K
2 +$569K
3 +$215K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$140K
5
JPM icon
JPMorgan Chase
JPM
+$107K

Top Sells

1 +$927K
2 +$822K
3 +$473K
4
APA icon
APA Corp
APA
+$315K
5
F icon
Ford
F
+$264K

Sector Composition

1 Financials 20.93%
2 Technology 14.29%
3 Industrials 10.7%
4 Healthcare 9.56%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215K 0.13%
+4,506
52
$209K 0.12%
2,459
-200
53
$208K 0.12%
4,708
54
$42K 0.02%
355
55
-6,565
56
-1,795
57
-9,744