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
$193M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$8.18M
2 +$2.97M
3 +$228K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$223K
5
RTX icon
RTX Corp
RTX
+$181K

Sector Composition

1 Financials 20.17%
2 Technology 13.26%
3 Healthcare 8.09%
4 Industrials 7.53%
5 Energy 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-101,120
52
-42,795
53
-15,346
54
-39,148