WLPWM

Walled Lake Planning & Wealth Management Portfolio holdings

AUM $340M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
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
+$6.18M
2
+$5.63M
3
+$5.55M
4
CSCO icon
Cisco
CSCO
+$5.26M
5
MRK icon
Merck
MRK
+$5.15M

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
251
$3K ﹤0.01%
+44
252
$3K ﹤0.01%
+79
253
$3K ﹤0.01%
+64
254
$2K ﹤0.01%
+10
255
$2K ﹤0.01%
+193
256
$2K ﹤0.01%
+13
257
$2K ﹤0.01%
+85
258
$2K ﹤0.01%
+100
259
$2K ﹤0.01%
+79
260
$2K ﹤0.01%
+198
261
$1K ﹤0.01%
+450
262
$1K ﹤0.01%
+188
263
$1K ﹤0.01%
+106
264
$1K ﹤0.01%
+500
265
$1K ﹤0.01%
+136
266
$1K ﹤0.01%
+51
267
$1K ﹤0.01%
+30
268
$1K ﹤0.01%
+64
269
$1K ﹤0.01%
+21
270
$1K ﹤0.01%
+50
271
$1K ﹤0.01%
+5
272
$0 ﹤0.01%
+9
273
$0 ﹤0.01%
+15
274
$0 ﹤0.01%
+6
275
$0 ﹤0.01%
+3
8 9 10
11
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