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
$132M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$176K
3
+$101K
4
AVGO icon
Broadcom
AVGO
+$98.2K
5
Z icon
Zillow
Z
+$85.6K

Top Sells

1
+$2.8M
2
+$437K
3
+$317K
4
AMZN icon
Amazon
AMZN
+$270K
5
IBM icon
IBM
IBM
+$261K

Sector Composition

1 Healthcare 19.77%
2 Technology 17.49%
3 Financials 8.85%
4 Real Estate 7%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
19
252
$5K ﹤0.01%
+150
253
$5K ﹤0.01%
344
-334
254
$5K ﹤0.01%
347
-348
255
$5K ﹤0.01%
192
+4
256
$5K ﹤0.01%
110
257
$4K ﹤0.01%
267
-256
258
$4K ﹤0.01%
44
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$4K ﹤0.01%
44
260
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43
261
$4K ﹤0.01%
119
262
$4K ﹤0.01%
25
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13
264
$3K ﹤0.01%
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$3K ﹤0.01%
500
266
$3K ﹤0.01%
64
267
$3K ﹤0.01%
57
268
$3K ﹤0.01%
12
269
$3K ﹤0.01%
320
270
$3K ﹤0.01%
12
271
$3K ﹤0.01%
+136
272
$3K ﹤0.01%
44
273
$3K ﹤0.01%
207
-201
274
$2K ﹤0.01%
202
+2
275
$2K ﹤0.01%
149
-148
9 10
11
12 13