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
$132M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$176K
3
+$101K
4
AVGO icon
Broadcom
AVGO
+$98.2K
5
Z icon
Zillow
Z
+$85.6K

Top Sells

1
+$2.8M
2
+$437K
3
+$317K
4
AMZN icon
Amazon
AMZN
+$270K
5
IBM icon
IBM
IBM
+$261K

Sector Composition

1 Healthcare 19.77%
2 Technology 17.49%
3 Financials 8.85%
4 Real Estate 7%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$101K 0.08%
6,100
102
$99K 0.08%
1,674
103
$96K 0.07%
1,828
+5
104
$89K 0.07%
1,650
105
$87K 0.07%
2,900
106
$86K 0.07%
884
+148
107
$85K 0.06%
1,060
108
$82K 0.06%
7,860
109
$79K 0.06%
1,200
110
$78K 0.06%
508
+2
111
$75K 0.06%
1,060
+6
112
$74K 0.06%
303
+1
113
$71K 0.05%
966
+3
114
$71K 0.05%
694
+170
115
$71K 0.05%
1,032
+262
116
$71K 0.05%
500
+1
117
$70K 0.05%
331
+1
118
$69K 0.05%
137
119
$69K 0.05%
420
+2
120
$69K 0.05%
2,125
121
$68K 0.05%
331
+89
122
$67K 0.05%
1,079
+297
123
$63K 0.05%
517
+1
124
$62K 0.05%
421
125
$60K 0.05%
220
-11
3 4
5
6 7