WLPWM
Walled Lake Planning & Wealth Management Portfolio holdings
AUM
$307M
1-Year Return
13.93%
This Quarter Return
+9.16%
1 Year Return
+13.93%
3 Year Return
+52.48%
5 Year Return
+100.06%
10 Year Return
–
AUM
$144M
AUM Growth
+$12.6M
(+9.5%)
Cap. Flow
+$2.08M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
39.52%
Holding
385
New
33
Increased
100
Reduced
27
Closed
69
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$450K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$258K |
| 3 |
Apple
AAPL
|
$209K |
| 4 |
MPLX
MPLX
|
$196K |
| 5 |
Boeing
BA
|
$120K |
Top Sells
| 1 |
Surgery Partners
SGRY
|
$443K |
| 2 |
Tesla
TSLA
|
$150K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$105K |
| 4 |
IBM
IBM
|
$99.8K |
| 5 |
CVS Health
CVS
|
$66K |
Sector Composition
| 1 | Healthcare | 19.48% |
| 2 | Technology | 17.33% |
| 3 | Financials | 8.78% |
| 4 | Real Estate | 6.97% |
| 5 | Industrials | 6.65% |
