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
$162M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.29M
3
+$2.26M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$690K
5
MSFT icon
Microsoft
MSFT
+$283K

Top Sells

1
+$1.01M
2
+$369K
3
+$320K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$252K
5
CCI icon
Crown Castle
CCI
+$204K

Sector Composition

1 Healthcare 17.83%
2 Technology 17.45%
3 Financials 9.43%
4 Communication Services 8.5%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
52
227
$18K 0.01%
500
228
$18K 0.01%
126
+1
229
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+151
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$18K 0.01%
282
231
$17K 0.01%
225
232
$17K 0.01%
5,000
233
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120
234
$16K 0.01%
121
+1
235
$16K 0.01%
126
+1
236
$16K 0.01%
182
237
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124
+2
238
$16K 0.01%
130
239
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255
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$15K 0.01%
1,014
241
$15K 0.01%
240
242
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200
243
$14K 0.01%
256
+2
244
$14K 0.01%
825
245
$14K 0.01%
253
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70
247
$14K 0.01%
92
248
$14K 0.01%
+227
249
$13K 0.01%
300
250
$13K 0.01%
63
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8 9
10
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