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
76
$146K 0.11%
+1,872
77
$146K 0.11%
+1,809
78
$142K 0.1%
+590
79
$137K 0.1%
+2,594
80
$137K 0.1%
+9,095
81
$130K 0.09%
+1,700
82
$130K 0.09%
+1,284
83
$128K 0.09%
+3,234
84
$118K 0.09%
+3,400
85
$117K 0.08%
+4,520
86
$115K 0.08%
+1,900
87
$111K 0.08%
+11,068
88
$107K 0.08%
+488
89
$107K 0.08%
+1,350
90
$105K 0.08%
+6,130
91
$105K 0.08%
+1,895
92
$98K 0.07%
+3,200
93
$96K 0.07%
+2,900
94
$86K 0.06%
+2,150
95
$85K 0.06%
+5,342
96
$81K 0.06%
+1,806
97
$81K 0.06%
+579
98
$80K 0.06%
+6,230
99
$79K 0.06%
+243
100
$78K 0.06%
+7,600
2 3
4
5 6