WLPWM

Walled Lake Planning & Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$2.23M
3 +$211K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$197K
5
JPM icon
JPMorgan Chase
JPM
+$150K

Top Sells

1 +$4.75M
2 +$768K
3 +$279K
4
VTR icon
Ventas
VTR
+$150K
5
BN icon
Brookfield
BN
+$129K

Sector Composition

1 Healthcare 19.46%
2 Technology 17.12%
3 Industrials 8.67%
4 Financials 8.26%
5 Real Estate 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
5
377
$0 ﹤0.01%
3