WLPWM
Walled Lake Planning & Wealth Management Portfolio holdings
AUM
$307M
This Quarter Return
+4.59%
1 Year Return
+13.93%
3 Year Return
+52.48%
5 Year Return
+100.06%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+3.2%)
Cap. Flow
+$5.54M
Cap. Flow
% of AUM
4.49%
Top 10 Holdings %
Top 10 Hldgs %
41.72%
Holding
377
New
18
Increased
155
Reduced
34
Closed
15
Top Buys
| 1 |
Apple
AAPL
|
$3.76M |
| 2 |
Exelon
EXC
|
$2.46M |
| 3 |
Houlihan Lokey
HLI
|
$2.3M |
| 4 |
Tesla
TSLA
|
$209K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$208K |
Top Sells
| 1 |
Dominion Energy
D
|
$4.69M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$249K |
| 3 |
Ventas
VTR
|
$160K |
| 4 |
Alibaba
BABA
|
$141K |
| 5 |
Brookfield
BN
|
$129K |
Sector Composition
| 1 | Healthcare | 19.46% |
| 2 | Technology | 17.12% |
| 3 | Industrials | 8.67% |
| 4 | Financials | 8.25% |
| 5 | Real Estate | 7.13% |
