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
251
$3K ﹤0.01%
+64
252
$3K ﹤0.01%
+19
253
$3K ﹤0.01%
+110
254
$2K ﹤0.01%
+193
255
$2K ﹤0.01%
+10
256
$2K ﹤0.01%
+198
257
$2K ﹤0.01%
+79
258
$2K ﹤0.01%
+100
259
$2K ﹤0.01%
+85
260
$2K ﹤0.01%
+13
261
$1K ﹤0.01%
+5
262
$1K ﹤0.01%
+21
263
$1K ﹤0.01%
+21
264
$1K ﹤0.01%
+64
265
$1K ﹤0.01%
+30
266
$1K ﹤0.01%
+51
267
$1K ﹤0.01%
+136
268
$1K ﹤0.01%
+500
269
$1K ﹤0.01%
+106
270
$1K ﹤0.01%
+188
271
$1K ﹤0.01%
+450
272
$0 ﹤0.01%
+1
273
$0 ﹤0.01%
+10
274
– –
0
275
$0 ﹤0.01%
+100
8 9 10
11
12