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
$145M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$592K
3
+$524K
4
AMZN icon
Amazon
AMZN
+$359K
5
INTC icon
Intel
INTC
+$223K

Top Sells

1
+$3.95M
2
+$2.76M
3
+$546K
4
ABBV icon
AbbVie
ABBV
+$422K
5
LHX icon
L3Harris
LHX
+$356K

Sector Composition

1 Healthcare 20.46%
2 Technology 18.86%
3 Financials 8.76%
4 Industrials 8.2%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16K 0.01%
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4