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
$209M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$4.49M
3 +$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$989K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$519K

Top Sells

1 +$4.27M
2 +$3.95M
3 +$1.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$211K
5
BA icon
Boeing
BA
+$210K

Sector Composition

1 Financials 20.55%
2 Technology 14.33%
3 Healthcare 8.64%
4 Industrials 7.98%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-98,930
52
-164,471
53
-625