WLPWM

Walled Lake Planning & Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.93M
3
+$5.63M
4
MRK icon
Merck
MRK
+$5.44M
5
CSCO icon
Cisco
CSCO
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.4%
2 Real Estate 12.98%
3 Technology 11.8%
4 Financials 10.57%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+102
227
$6K ﹤0.01%
+59
228
$6K ﹤0.01%
+68
229
$6K ﹤0.01%
+62
230
$5K ﹤0.01%
+517
231
$5K ﹤0.01%
+51
232
$5K ﹤0.01%
+255
233
$5K ﹤0.01%
+51
234
$5K ﹤0.01%
+105
235
$5K ﹤0.01%
+165
236
$4K ﹤0.01%
+152
237
$4K ﹤0.01%
+42
238
$4K ﹤0.01%
+500
239
$4K ﹤0.01%
+136
240
$4K ﹤0.01%
+278
241
$4K ﹤0.01%
+28
242
$4K ﹤0.01%
+19
243
$4K ﹤0.01%
+30
244
$4K ﹤0.01%
+42
245
$3K ﹤0.01%
+79
246
$3K ﹤0.01%
+44
247
$3K ﹤0.01%
+44
248
$3K ﹤0.01%
+28
249
$3K ﹤0.01%
+122
250
$3K ﹤0.01%
+26
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